AI News 180m Report

2026-11-02 18:00–21:00 JST

304 received, 304 listed, 6 sources ・ Page 3 of 4

One place for news and notices from 2 countries/regions: Taiwan, 164 items from 5 sources; Japan, 140 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 中央社 CNA (continued)(76)

Pan Chieh-kai Keeps Suspense on Whether He Will Exercise FA Rights, Willing to Play the 'Bad Cop' So Juniors Avoid Detours

Published ・ Source Taiwan | 中央社 CNA

Original中職統一獅隊內野手潘傑楷今年表現優異,獲選最佳九人三壘手獎。面對是否行使自由球員(FA)權利的提問,他選擇賣關子,並表示場下願意承擔「黑臉」角色帶領學弟,不希望後輩走冤枉路。

Facts

  • 117 hits in a single season
  • 42 RBIs
  • 47 runs scored
  • Original打擊率3成05

Companies mentioned:中央社、中職、統一獅隊、統一7-ELEVEn獅隊、日本

Research Firm Estimates 2027 AI Networking and Interconnect Output Value at US$279.8 Billion

Published ・ Source Taiwan | 中央社 CNA

集邦科技 projects that the global AI networking and interconnect output value will grow from US$37.9 billion in 2024 to US$279.8 billion in 2027, a compound annual growth rate of as high as 95%.

Facts

  • US$279.8 billion
  • US$37.9 billion
  • 95%
  • US$105 billion
  • 38%
  • 100%
  • US$57.4 billion
  • US$84.1 billion
  • 88%
  • 11%
  • 24%
  • 76%
  • 56%

Companies mentioned:集邦科技、TrendForce、Google

Athletes as Comic Advisers: 文化部 and 運動部 Team Up to Promote 3 Taiwanese Comics

Published ・ Source Taiwan | 中央社 CNA

文化部 and 運動部 have jointly launched the 'Double Million Sports Comic Competition,' each contributing NT$5 million to jointly develop 3 Taiwanese sports comics: 《不惑羽球》 from Skylight Publishing, 《空中之巔》 from Power Culture, and 《抓襟》 from 橘子集團. They are expected to be exhibited at the first Taiwan International Comics Festival.

Facts

  • 3 Taiwanese comics
  • NT$5 million
  • After a 3-month call for entries

Companies mentioned:文化部、運動部、天光出版有限公司、原動力文化事業有限公司、橘子集團

Legislative Yuan Transportation Committee Visits Tainan, Urges Faster Progress on 3 Major Projects

Published ・ Source Taiwan | 中央社 CNA

The 立法院交通委員會 visited Tainan and called on the 交通部 and the city government to speed up coordination and implementation of 3 projects: adding a southbound exit ramp at the Yongkang Interchange on National Highway No. 1, improving the Xinhua outer ring road on Provincial Highway 19A, and extending the road under the High Speed Rail bridge on Provincial Highway 39 northward.

Facts

  • 2 lanes in each direction
  • Another 3 years expected before completion
  • About 36.2 kilometers in total length
  • Promoted in 3 sections

Companies mentioned:立法院交通委員會、民進黨、交通部、台南市政府、高速公路局、公路局

Lin Kai-wei Pushes Himself to Get Stronger, Exercises Right to Try Playing Abroad Again: 'It Should Be Pretty Cool'

Published ・ Source Taiwan | 中央社 CNA

Pitcher Lin Kai-wei of the 味全龍隊 exercised his overseas free agent rights after the season, hoping to prove his ability and challenge himself, while also showing the steady improvement of the CPBL environment.

Facts

  • 30 years old
  • Between 2015 and 2022
  • 2022
  • 2024
  • 2026

Companies mentioned:味全龍隊、亞利桑那響尾蛇隊、富邦悍將

Original日本研議未來5年國防支出增近1倍 最高達80兆日圓

Published ・ Source Taiwan | 中央社 CNA

The Japanese government and the ruling coalition are considering raising defense spending by nearly 1 time over the next 5 years, with a target of 70 trillion to 80 trillion yen, to strengthen military capabilities.

Facts

  • Raised by nearly 1 time
  • Raised to 70 trillion to 80 trillion yen
  • The current 5-year plan totals about 43 trillion yen
  • About 1.8 times the current 5-year plan total of about 43 trillion yen (about NT$8.9 trillion)
  • From 27.5 trillion yen

NCNU's Rich Ecology Teams Up with Forestry Service to Build a Home for Foothill Plants and Animals

Published ・ Source Taiwan | 中央社 CNA

The 農業部林業及自然保育署南投分署 and the 國立暨南國際大學 signed a letter of intent for cooperation, combining campus ecological resources to promote the restoration of foothill flora and fauna, habitat maintenance and environmental education.

Facts

  • 150 hectares of green campus land

Companies mentioned:農業部林業及自然保育署南投分署、國立暨南國際大學、中央社

Hsieh Kuo-liang Says Poll Lead Is Slim; Tung Tzu-wei: Better to Care About Residents' Lives

Published ・ Source Taiwan | 中央社 CNA

In the Keelung mayoral race, incumbent Hsieh Kuo-liang, who is seeking re-election, said his poll lead is not large, while DPP candidate Tung Tzu-wei urged attention to residents' livelihoods and infrastructure issues, and mentioned that several politicians support his candidacy.

Facts

  • 2026 Nine-in-One Elections
  • Hsieh Kuo-liang's 12 infrastructure projects
  • Original4年半就可完成
  • The original briefing's 5 years
  • 2014 Keelung mayoral election

Companies mentioned:中央社、Facebook

Worries over AI outlook, wait for US midterm elections: Asian stocks close mixed

Published ・ Source Taiwan | 中央社 CNA

Asian stocks closed mixed, weighed by disappointing earnings from US tech giants and impatience over returns on AI investment, as investors turned their attention to the US midterm elections.

Facts

  • More than 700 billion US dollars
  • 90% of earnings reports beat expectations
  • Only 70% beat revenue expectations
  • Fell nearly 3%
  • Plunged nearly 16%
  • Rose 1.8%
  • Surged 3.8%

Companies mentioned:中央社、法新社、亞馬遜、Amazon、Alphabet、微軟、Microsoft、Meta、彭博、Bloomberg News、鎧俠、Kioxia、三星電子、Samsung、SK海力士、SK hynix

Agricultural youth ambassadors head to Europe for the first time; Lin Chia-lung presents flag and urges them to let the world see Taiwan

Published ・ Source Taiwan | 中央社 CNA

Original外交部長林佳龍為16名農業青年大使授旗,該團隊將於8日首赴荷蘭進行8天交流,此為農青大使計畫首次跨出新南向國家前往歐洲。

Facts

  • This year's 16 agricultural youth ambassadors
  • Will depart on the 8th
  • Selected from 310 applicants
  • Conduct an 8-day series of visits and exchanges
  • Promoted since 2017
  • More than 150 outstanding young farmers so far
  • As early as 1993

Companies mentioned:中央社、農業部、外交部、荷蘭在台辦事處、國合會、Tomato World

Two northeast monsoon surges in succession over the coming week; northern lows to reach 21 degrees

Published ・ Source Taiwan | 中央社 CNA

氣象署 said two northeast monsoon surges will follow one after another over the coming week. The first, from today through tomorrow, will bring northern lows down to 21 degrees, with noticeable rain in the east and the Hengchun Peninsula; the second strengthens on the evening of the 5th. Typhoon Fung-wong continues to weaken and move away, with no impact on Taiwan.

Facts

  • Northern lows to reach 21 degrees
  • Daytime highs in the north and Yilan around 24 to 26 degrees Celsius
  • Nighttime and early-morning lows around 21 and 22 degrees
  • Highs in the north and Yilan expected to rebound to around 28 to 30 degrees
  • Nighttime and early-morning lows around 21 to 25 degrees
  • Daytime highs around 28 to 31 and 32 degrees

Companies mentioned:中央社、中央氣象署、氣象署

Yeh Hung-wei/Chan Yu-tsen to compete in Japan and Hong Kong again, fighting for BWF year-end finals berth

Published ・ Source Taiwan | 中央社 CNA

Taiwan mixed doubles pair Yeh Hung-wei and Chan Yu-tsen have returned home after a 4-tournament European run. They are expected to leave for Japan on Nov. 8 to prepare for the Kumamoto Badminton Open, as they fight for their first career BWF year-end finals ticket. The two are currently ranked 7th in the world and sit 6th in points, giving them a strong chance of qualifying.

Facts

  • Yeh Hung-wei, now 27 years old
  • Has partnered with Chan Yu-tsen since mid-2024
  • Became the first pair in Taiwan history to win the All England Open, a 世界羽球總會 (BWF) Super 1000 event
  • Made their first appearance at the Nagoya Asian Games and won bronze
  • Currently ranked 7th in the world in mixed doubles
  • Expected to depart for Japan on Nov. 8
  • Currently 6th with 73220 points
  • Only the top 8 players in each discipline's year-end points ranking for the year may take part
  • In each of the past 2 or 3 years they were squeezed out at the last moment
  • Could only rank 9th or 10th

Companies mentioned:中央社、運動部、世界羽球總會、BWF

Ko campaign office questions political donations again; Lai campaign office: KMT habitually resorts to smears

Published ・ Source Taiwan | 中央社 CNA

The campaign office of Ko Chih-en, the Kuomintang's Kaohsiung mayoral candidate, questioned why DPP rival Lai Jui-lung threatened to sue over a political donation case before the election and withdrew the suit afterward, suspecting he fears a judicial investigation. Lai's campaign headquarters hit back that the Kuomintang habitually uses smear tactics and called for the election to return to rational discussion.

Facts

  • Threatened to sue 3 years ago when facing the political donation case
  • During the 2023 legislative election
  • Brought shame on former mayors Frank Hsieh and Chen Chu and current mayor Chen Chi-mai, 3 people in all

Companies mentioned:中央社、光電業者、雲豹大股東、高雄市新世代教育基金會

Taichung Airport Express turns into SNOOPY-themed bus; take photos for a chance to win limited-edition gifts

Published ・ Source Taiwan | 中央社 CNA

台中市交通局, together with 星宇航空 and Peanuts, has launched a SNOOPY-themed painted bus, giving the Route 333 Airport Express a new look. People who photograph the painted bus and upload the photos to Facebook, or ride it at designated times, can enter a prize draw for limited-edition gifts.

Facts

  • Route 333 Airport Express
  • Nov. 4
  • 9:50 a.m., 10:35 a.m., 10:45 a.m.
  • Dec. 31, 2026

Companies mentioned:台中市交通局、星宇航空、Peanuts、睿奕交通、中央社

US-Iran war may reignite; China sends special envoy shuttling through Middle East to promote talks

Published ・ Source Taiwan | 中央社 CNA

As a US-Iran war may reignite, Chinese Foreign Ministry spokesperson Mao Ning said Middle East special envoy Zhai Jun will visit countries including Iran, Oman and Saudi Arabia in early to mid-November, aiming to urge peace, promote talks and ease tensions.

Facts

  • 1151102

Bulgarian presidential runoff 99% counted; Iotova wins to become first popularly elected female head of state

Published ・ Source Taiwan | 中央社 CNA

Bulgaria's acting president Iotova won the presidential runoff with 57.58% of the vote, becoming the country's first popularly elected female head of state.

Facts

  • Results from counting in 99.95% of precincts
  • Received about 1.1 million votes
  • Vote share of 57.58%
  • Received about 749,500 votes
  • Vote share of 39.47%
  • About 2.95% of voters
  • Led with a vote share of 34.6%
  • Received 32% of the votes

Companies mentioned:中央社、路透社

Taiwan | 風傳媒(51)

Original【下班經濟學】台股失守4萬5能抄底?美股選後有望迎反攻?高手揭第四季布局關鍵!

Published ・ Source Taiwan | 風傳媒

Shih Ya-tang analyzes AI and semiconductor trends and offers ETF positioning strategies for tech stock volatility and the post-election US market.

Facts

  • Shih Ya-tang was invited to analyze AI industry trends and long-term semiconductor opportunities.
  • The article discusses the sharp sell-off in tech stocks and renewed concerns about an AI bubble.
  • Shih Ya-tang shares a positioning strategy for taking part in US stocks through ETFs.

What is the fastest way to lose belly fat? Doctor Hsiao Tun-jen reveals 1 move before meals: lose 2 to 4 kg in a month

Published ・ Source Taiwan | 風傳媒

Hepatobiliary and gastroenterology doctor Hsiao Tun-jen, interviewed by After-Work Economics, stressed that diet control matters more than exercise for fat loss and for improving fatty liver. He recommends creating a calorie deficit by eating less white rice and adjusting meal order, and reminds people to watch their total carbohydrate intake and the timing of weight-loss drug use.

Facts

  • Original肝膽腸胃科醫師蕭敦仁指出改善脂肪肝與減重,飲食佔七、八成的重要性,運動只佔兩、三成。

11/2 International Evening News | US and Israel may strike Iran after midterms, PLA claims stealth drone landed on carrier Sichuan for the first time, 20-year-old becomes youngest F1 champion ever

Published ・ Source Taiwan | 風傳媒

This article covers multiple international headlines, including possible US-Israeli strikes on Iran, the Mainland Affairs Council warning of Chinese Communist pressure on Taiwan, the controversy over a PLA drone, and Intel's weak guidance triggering a semiconductor stock decline.

Facts

  • The US and Israel may strike Iran again shortly after voting in the US midterm elections on Nov. 3.
  • Mainland Affairs Council Deputy Minister Shen Yu-chung offered 3 observations on the Chinese Communist Party's Fifth Plenum, including concentration of power, distorted economic structure and the risk of pressure on Taiwan.
  • The PLA's official account announced that the stealth drone "Gongji-21" took off and landed on the Sichuan for the first time, but foreign media reviewing satellite imagery said there was no evidence of takeoffs or landings.
  • Intel forecasts fourth-quarter revenue of 15 billion to 16 billion US dollars, below the analyst average estimate of 17.07 billion US dollars.
  • Intel warned that weak PC demand may not improve until at least the first half of 2027.
  • Meta's free cash flow turned negative for the first time in 14 years, and the Philadelphia Semiconductor Index suffered its longest losing streak, 8 straight days, since 2008.

Companies mentioned:風傳媒、Intel、台積電、輝達、博通、美光、艾司摩爾、Meta、Anthropic

Infographic: Fleeing domestic violence with children, but possibly nowhere to stay? Legislative Yuan reveals shelter resource gaps; what can victims do?

Published ・ Source Taiwan | 風傳媒

A Legislative Yuan Budget Center report from October 2026 noted that some Taiwanese counties and cities lack domestic violence shelter resources, while reported cases in 2025 exceeded 190,000. The Ministry of Health and Welfare stressed that shelter services must be provided by law and that cross-county and cross-city referral mechanisms are regulated to protect victims' rights.

Facts

  • In 2025, Taiwan had 190,676 reported domestic violence cases, an increase from 2022.
  • The Legislative Yuan's Budget Center noted that as of the end of June 2026, some counties and cities still lack shelters for domestic violence victims.
  • As of the end of 2023, there were 26 emergency short-term shelters nationwide with a total of 312 beds, and 23 medium- and long-term shelters with a total of 109 units.
  • Since 2020, New Taipei City has used social housing in Linkou to set up 20 shelter units for domestic violence victims, with a maximum stay of 2 years.
  • Miaoli County added a new shelter in early 2026 and separated the shelter space for domestic violence victims from that for sexual assault victims.

From Rising Young Talent to Council Force! Cheng Meng-ju Seeks Re-election After Eight Years of Experience; Yeh Chu-lan Praises Her as a Model of Healthy Kaohsiung

Published ・ Source Taiwan | 風傳媒

Kaohsiung City Councilor Cheng Meng-ju, together with Kang Yu-cheng and Ho Chuan-feng, held a joint campaign headquarters inauguration at Sanfeng Temple, with strong backing from top Democratic Progressive Party figures including Chen Chi-mai and Lai Jui-lung. Yeh Chu-lan praised Cheng Meng-ju as a model of healthy Kaohsiung, and the three are striving to win all 3 seats in Sanmin District and a council majority.

Facts

  • Kaohsiung City Councilor Cheng Meng-ju, Council Speaker Kang Yu-cheng and City Councilor Ho Chuan-feng held an inauguration for the joint campaign headquarters of the three Sanmin District councilors at the Sanfeng Temple plaza yesterday (the 1st).
  • The joint campaign headquarters inauguration drew more than 5000 supporters.
  • Former Kaohsiung Acting Mayor Yeh Chu-lan affirmed Cheng Meng-ju as the best model for promoting a healthy Kaohsiung, showing the drive of young women in politics.
  • Cheng Meng-ju has eight years of experience in the council, party affairs and international exchanges, and has served as DPP caucus secretary-general, member of the Central Executive Committee, member of the Central Review Committee, and deputy director of the Youth Department.
  • Lai Jui-lung, the DPP's candidate for Kaohsiung mayor, said he is ready to take over and will continue the governing achievements of Mayor Chen Chi-mai over the past six years.
  • Cheng Meng-ju urged local residents to support mayoral candidate No. 5 Lai Jui-lung, and Sanmin District council candidates No. 9 Cheng Meng-ju, No. 8 Kang Yu-cheng and No. 1 Ho Chuan-feng on election day, Nov. 28.
  • At the event, the Guanli Drum Troupe opened with a drum formation, followed by Golden Melody Award diva Huang Fei singing classic songs to liven up the atmosphere.

Chiang Wan-an Calls Shen Bo-yang's Threads Traffic Surpassing 100 Million a "Cognitive Warfare"; Shen Bo-yang Is Stunned: Is He Not Listening to What People Say?

Published ・ Source Taiwan | 風傳媒

After Shen Bo-yang, the DPP's candidate for Taipei mayor, had his Threads views surpass 100 million, the KMT's Chiang Wan-an mocked it as cognitive warfare. Shen Bo-yang clarified the definition of cognitive warfare, explained how the traffic is counted, and criticized Chiang Wan-an as out of touch.

Facts

  • Shen Bo-yang's Threads followers have surpassed 830,000, and his view count has officially passed the 100 million mark.
  • Chiang Wan-an mocked Shen Bo-yang as an expert in cognitive warfare and demanded an explanation of whether the numbers are reasonable.
  • Shen Bo-yang pointed out that cognitive warfare is war between countries and has nothing to do with Threads traffic.
  • Threads view counts include visits to posts and to profile pages, and are calculated over the past 30 days.
  • Comments criticizing him from the pan-Blue camp also increase Shen Bo-yang's Threads view count.
  • Shen Bo-yang often replies to other people's posts on Threads, and comments also count toward view counts.
  • The KMT claims that Shen Bo-yang's high Threads traffic is evidence of an online troll army.

Accusing Shen's Camp of Leaving Daan Rally Venue "Packed Full With Trash Overflowing the Bins"; Hsu Chiao-hsin: Please, Shen Bo-yang's Team, Clean It Up

Published ・ Source Taiwan | 風傳媒

KMT legislator Hsu Chiao-hsin, at the scene of Shen Bo-yang's rally in Daan District during the nine-in-one elections, accused his team of causing trash to overflow and make a mess, and demanded that they clean it up.

Facts

  • The incident occurred during the nine-in-one elections.

Original11/2新聞晚報|普發2萬「三讀」時間曝光、今晚起美股10點半才開盤、明天北部低溫探21度

Published ・ Source Taiwan | 風傳媒

This report covers several social and political developments, including the KMT's push for a bill to give every citizen a 20,000 yuan cash handout expected to pass its third reading on Nov. 20, US stock market opening time adjusted due to the end of daylight saving time, cooler temperatures and rain brought by the northeast monsoon, prosecutors seeking detention in a fatal drunk driving case in Tainan, and the Food and Drug Administration's discovery of violations involving fish.

Facts

  • The "Special Act on Sharing Economic Gains with All Citizens and Stabilizing People's Livelihood (Draft)" proposed by the KMT caucus calls for a universal cash handout of 20,000 yuan per person, and was passed on Oct. 16 for direct referral to second reading.
  • Original美國日光節約時間於11月1日結束,美股開盤時間對應台北時間延後至晚上10點半。
  • The Central Weather Administration said there will be 2 waves of northeast monsoon in succession over the coming week, with the first wave affecting the period from today to tomorrow, and low temperatures in northern Taiwan of about 21 and 22 degrees.
  • In Tainan, a 19-year-old male electrical engineering student surnamed Li at a university of technology was struck late at night by a drunk driver, a 49-year-old man surnamed Liao, and died after being taken to hospital; Liao's breath alcohol level exceeded 1 mg/L.
  • DPP Legislative Yuan caucus whip Tsai Chi-chang criticized Taipei Mayor Chiang Wan-an, saying his "only achievement is fresh milk," provoking a backlash from the pan-Blue camp.
  • The Food and Drug Administration of the Ministry of Health and Welfare announced the results of its July to August 115 inspections for drug residues in poultry, livestock and aquatic products, with 5 non-compliant fish samples found to contain leucomalachite green or leucocrystal violet.

Companies mentioned:全聯、金門區漁會

Raid on Gay Bar Sparks Controversy! 中華人權協會 Issues 6-Point Statement: Equal Rights Are Not Special Privileges

Published ・ Source Taiwan | 風傳媒

中華人權協會 issued a statement on the search of a gay bar in Taipei City, reiterating that equal rights are not special privileges, criticizing online rumors for inciting division, and calling for the dispute to be clarified through judicial procedures while also overseeing the government to administer according to law.

Facts

  • 中華人權協會 issued a statement on the incident in which police searched a gay bar in Taipei City.
  • 中華人權協會 stressed that equal rights are not special privileges, and supports gender equality.
  • The search was carried out by prosecutors and police under the direction of a prosecutor, and administrative agencies have no authority to interfere.
  • The National Police Agency of the Ministry of the Interior and the Taipei City Government have begun a review and investigation of the police enforcement.
  • 中華人權協會 called on all sectors of society to return to rationality and let the dispute be handled through judicial procedures.
  • 中華人權協會 pointed out that false information online has misled public opinion and incited division.

Companies mentioned:中華人權協會、風傳媒

Original東海71週年校慶7.5億元活動大樓剪綵 唐堂院士捐百萬、7董事會監察人許高威捐300萬元

Published ・ Source Taiwan | 風傳媒

東海大學 held its 71st anniversary celebration, and the Yang Jui-hsiang Comprehensive Activity Building was opened with a ribbon-cutting. The building cost 750 million yuan and was funded jointly by the Yang Jui-hsiang family and alumni. In addition, Academia Sinica Academician Tang Tang was appointed Honorary Distinguished Professor and donated 1 million yuan back to his alma mater, showing alumni's deep affection and support for the school.

Facts

  • 東海大學 held its 71st founding anniversary celebration and the 27th Distinguished Alumni Awards ceremony on the morning of Oct. 31.
  • 東海大學 appointed four Academia Sinica academicians, Tu Wei-ming, Peng Jen-chieh, Shih Ming-che and Tang Tang, as Honorary Distinguished Professors.
  • Academician Tang Tang announced a donation of NT$1 million, to support the school's liberal arts education and the chaplain's office respectively.
  • The total budget for the Yang Jui-hsiang Comprehensive Activity Building is 750 million yuan, with the Yang Jui-hsiang family donating US$3 million.
  • Board supervisor Hsu Kao-wei donated NT$3 million in the name of himself and his spouse, and the university will name a classroom to express its thanks.
  • The "Ant Army Nest-Building Project" drew more than 200 alumni and groups and raised nearly 20 million yuan.
  • The Yang Jui-hsiang Comprehensive Activity Building is planned to include a 200-meter indoor track, a multipurpose basketball and volleyball court, a health center and a sports science laboratory.

Companies mentioned:東海大學、小磨坊國際貿易、帆宣科技、澄清綜合醫院、台南應用科技大學

Hsinchu Junior High Students to Get Free Dairy Every Week; Ann Kao: Extending Nutritional Care to Teenagers

Published ・ Source Taiwan | 風傳媒

The Hsinchu City Government announced an expansion of its "Healthy Bones" policy, extending the target group for free dairy product redemption from ages 2-12 to 15-year-old junior high students. The aim is to support adolescent growth through regular nutritional supplements and strengthen the child and youth health care system.

Facts

  • Hsinchu Mayor Ann Kao announced that the target group for the "Healthy Bones" free dairy product redemption service will be expanded to age 15.
  • Children and teenagers aged 2 to 15 who are registered in Hsinchu City or attend public or private junior high schools, elementary schools or kindergartens there can all take part in the program.
  • Eligible participants can redeem 1 designated bottle of fresh milk, soy milk or yogurt drink each week at 8 partner outlets.
  • Students attending junior high schools in Hsinchu City receive the "Hsinchu Strong Card" distributed uniformly by their schools.
  • Students who are registered in Hsinchu City but do not attend a junior high school in the city must apply for the card online on the "Healthy Bones" official website.
  • The "Healthy Bones" policy took effect on April 20, 115, and integrates digital services through the "Hsinchu Strong Card."
  • Redemption outlets include a variety of locations such as convenience stores and supermarkets.

Could Taiwan and Japan Sign a Trade Agreement by Year-End at the Earliest? Office of Trade Negotiations Responds

Published ・ Source Taiwan | 風傳媒

In response to a Nikkei Asia report that Taiwan and Japan plan to sign a trade agreement, the Executive Yuan's Office of Trade Negotiations reiterated that deepening economic and trade relations is the policy direction, but did not respond on the specific content or timing of any agreement.

Facts

  • Nikkei Asia reported that Taiwan and Japan plan to sign a comprehensive economic and trade agreement
  • The Executive Yuan's Office of Trade Negotiations said Japan is an important economic and trade partner of Taiwan
  • Over the past year, the two sides have held two Taiwan-Japan Economic Partnership Committee meetings
  • The government has no response to the content of the Taiwan-Japan trade agreement as reported by the media
  • Taiwan and Japan exchange views on the global economic situation

Lai Jui-lung exposed for picking a corruption convict as head of his support association! Huang Kuo-chang slams "Chu faction jockeying for position": Not even elected yet and already looking greedy

Published ・ Source Taiwan | 風傳媒

Huang Kuo-chang publicly criticized Lai Jui-lung for inviting a person with a corruption background to serve as head of his support association, and denounced it as a "Chu faction jockeying for position" strategy, saying he is losing before being elected and looks greedy.

Infographic: Both are tuna, so why can some not be eaten often? The key difference is something many people do not know

Published ・ Source Taiwan | 風傳媒

The Food and Drug Administration of the Ministry of Health and Welfare reminds the public that large predatory fish may accumulate methylmercury, which affects the nervous system. The article classifies fish species by risk based on U.S. FDA guidelines, publishes weekly intake limits for pregnant women and children, and dispels the myth that cooking can remove mercury.

Facts

  • Methylmercury is an organic mercury compound formed when mercury in the environment is transformed by microbial action, and it gradually accumulates along aquatic food chains.
  • The U.S. FDA and EPA divide common fish species into three categories by mercury content: "Best Choices," "Good Choices," and "Choices to Avoid."
  • Salmon, sardines, tilapia, anchovies, trout and canned light tuna are "Best Choices" with relatively low mercury.
  • Yellowfin tuna, albacore tuna, mahi-mahi and grouper are "Good Choices" whose consumption frequency needs to be controlled.
  • Bigeye tuna, marlin, swordfish, shark and king mackerel are "Choices to Avoid" with higher methylmercury risk.
  • Pregnant women and women of childbearing age who eat large fish such as shark, billfish, tuna and oilfish should have no more than 2 servings, about 70 grams, per week.
  • Children aged 1 to 6 who eat large fish should have no more than 1 serving, 35 grams, per month.

Tomorrow's weather / Cold air is coming! From this day, "temperatures drop to as low as 16 degrees," 3 waves of changing weather turn damp and cool, a look at this week's weather

Published ・ Source Taiwan | 風傳媒

Weather expert Wu Sheng-yu analyzes that this week's weather falls into three phases. From Friday, the second northeast monsoon wave moves south and lasts 5 to 6 days, with large temperature swings in northern Taiwan and the eastern half, and lows dropping to 16 degrees in open areas of the central and northern regions. He reminds the public to keep warm and prepare for rain.

Facts

  • Weather expert Wu Sheng-yu pointed out that two waves of northeast monsoon will arrive in turn this week.
  • The second northeast monsoon wave starting Friday will last 5 to 6 days and may continue until next Wednesday or Thursday.
  • Early-morning lows in open areas of the central, northern and northeastern regions may drop to around 16 degrees.
  • From Tuesday night to Wednesday morning, temperatures in open areas north of Yilan and Chiayi, plus the Hualien-Taitung Valley, may be only 16 to 19 degrees.

00878 Q4 dividend hits a record high! Full year may reach 3.34 yuan, last buy date revealed

Published ・ Source Taiwan | 風傳媒

The estimated Q4 dividend of 國泰永續高股息 (00878) hits a record high of 1.25 yuan, and the full-year dividend may reach 3.34 yuan. Fund size has surpassed 666 billion yuan, and the fund manager suggests adding positions in waves during market pullbacks.

Facts

  • The estimated Q4 dividend of 國泰永續高股息 (00878) is 1.25 yuan per unit, up 0.24 yuan from 1.01 yuan last quarter, another record quarterly dividend since listing.
  • To take part in this 00878 dividend, one must buy by Nov. 16 at the latest; the ex-dividend date is Nov. 17, and the dividend is scheduled to be paid on Dec. 11.
  • As of Oct. 30, the fund size of 國泰永續高股息 (00878) reached NT$666.061 billion.
  • The latest major holdings of 00878 include 中信金, 廣達, 國泰金, 華碩, 長榮, 富邦金 and 聯電.

Companies mentioned:國泰永續高股息、國泰投信、中信金、廣達、國泰金、華碩、長榮、富邦金、聯電

Infographic: Taiwanese use 292 liters of water per person per day! Rankings of 22 cities and counties revealed, and the top is neither Hsinchu nor Kaohsiung

Published ・ Source Taiwan | 風傳媒

Statistics for 2025 released by the Water Resources Agency of the Ministry of Economic Affairs show that average daily domestic water use per person in Taiwan reached 292 liters, a 10-year high. Taipei City ranks first at 338 liters, but household water use is only 210 liters, showing that domestic use and household use are defined differently.

Facts

  • In 2025 (Republic of China year 114), average daily domestic water use per person nationwide reached 292 liters, a 10-year high.
  • Daily domestic water use per person in Taipei City is 338 liters, the highest in Taiwan.
  • Daily household water use per person in Taipei City is about 210 liters, a difference of about 128 liters from domestic water use.
  • Over the past 5 years, Miaoli County has the highest growth rate in daily domestic water use per person, at 9.18%.
  • Kinmen County's daily domestic water use per person is 126 liters, the lowest in Taiwan.

A "two Sullivans" election dirty trick? A dispute over "same-name candidates" erupts in Alaska, and The Economist worries Democrats may miss out on Senate control

Published ・ Source Taiwan | 風傳媒

A "same name" controversy has erupted in the U.S. Alaska Senate election, with Democratic candidate Peltola accused of using a same-name candidate, Dan J. Sullivan, to confuse voters. The Economist warns this could cost Democrats control of the Senate. Although a federal court has dismissed the Justice Department's lawsuit to block certification, the dispute and investigations continue.

Facts

  • There are four candidates on the Alaska Senate ballot, including two with the same name, Dan Sullivan.
  • The New York Times reported that Democratic staffers have been looking for people with the same name and trying to persuade others to run since summer 2025.
  • Federal district court judge Gleason dismissed the Justice Department's lawsuit to block certification of the winner on Nov. 1.
  • Alaska uses ranked-choice voting, and the count will not take place until Nov. 18.
  • A Texas poll shows Democratic state legislator Talarico leading Republican state attorney general Paxton by 7 percentage points.

Master Deng's 復興北 外婆家 expands into north Kaohsiung! Second store opens in Yucheng business district, six claypot rich chicken soups warm up the autumn and winter market

Published ・ Source Taiwan | 風傳媒

復興北外婆家, a brand under 鄧師傅功夫菜, opened a second store in the Yucheng business district of north Kaohsiung in September this year, shifting to individual set meals and launching autumn and winter claypot chicken soups, while its Wenheng store has begun taking reservations for 2027 Lunar New Year reunion dinners.

Facts

  • 復興北 外婆家, a brand under 鄧師傅功夫菜, which has been rooted in Kaohsiung for 42 years, officially opened its second store on Yucheng Road in Kaohsiung's Gushan District in September this year.
  • The Yucheng store has shifted to meet the dining needs of the younger generation in north Kaohsiung, featuring individual refined home-style set meals and six claypot rich chicken soup set meals.
  • For the autumn and winter tonic season, the Yucheng store has launched six exclusive grandma's rich chicken soups, priced at 228 to 358 yuan à la carte.
  • The Yucheng store also offers upgraded main-course set meal options: pay 99 yuan more to upgrade to Set A, or 128 yuan more to upgrade to Set B.
  • The Wenheng store of 鄧師傅功夫菜 has launched a dine-in feast exclusive to the 2027 Year of the Golden Sheep Lunar New Year, starting from 9,888 yuan per table, with reservations open from Nov. 1, 2026.

Companies mentioned:鄧師傅功夫菜、復興北 外婆家

Woman in her 30s found to have a "large adenoma" in her colon! No symptoms usually, doctor reveals 4 kinds of food she loves to eat

Published ・ Source Taiwan | 風傳媒

A woman in her 30s had her first colonoscopy after hearing a coworker's experience and an adenoma was found. Doctor Huang Yu-chun reminds that adenomas have no symptoms at first, and people who long eat heavily flavored takeout food and lack fiber should be alert.

Facts

  • A female office worker in her 30s had a sizable adenoma found in her colon during her first colonoscopy.
  • Colorectal surgeon Huang Yu-chun said that polyps and adenomas may cause no pain or itching at first, and do not necessarily bleed.
  • The woman mostly eats out for all three meals, and often chooses stinky hot pot, barbecue, braised snacks and fried chicken for dinner to relieve stress.
  • Frequently eating grilled, fried and processed foods and red meat over a long period, while not getting enough fruit, vegetables and dietary fiber, may increase the risk of polyps and intestinal lesions.
  • Adenomatous polyps may develop further into colorectal cancer, but finding an adenoma does not mean one already has colorectal cancer.
  • Huang Yu-chun shared the woman's health checkup experience and the doctor's views on Facebook.

MaiCoin 集團 sponsors IRONMAN Kenting international triathlon for the sixth time, combining workplace benefits with event support to make sports a shared language at MaiCoin

Published ・ Source Taiwan | 風傳媒

MaiCoin 集團 sponsored IRONMAN 70.3 Kenting, Taiwan for the sixth time and encouraged employees to take part to promote a healthy workplace culture.

Facts

  • MaiCoin 集團 sponsored IRONMAN 70.3 Kenting, Taiwan for the sixth time this year.
  • The IRONMAN 70.3 Kenting, Taiwan event concluded successfully on Nov. 1.
  • MaiCoin 集團 provides health promotion subsidies to support employees in choosing the form of exercise that suits their own interests and needs.
  • The MaiCoin digital asset trading platform and the MAX 數位資產交易所 are the world's first to offer trust custody of fiat funds.
  • MaiCoin 集團 was founded in 2013.
  • MaiCoin 集團 has more than one million users.
  • In 2025, its subsidiary 現代財富科技股份有限公司 completed anti-money laundering registration with the Financial Supervisory Commission.
  • In 2026, MaiCoin 集團 again passed the company-wide ISO 27001 international information security certification.

Companies mentioned:MaiCoin 集團、MaiCoin、MAX 數位資產交易所、AMIS、Qubic、現代財富科技股份有限公司

Zhuge Liang and Liu Bowen both lose! The strongest of ancient China's four great strategists, "the champion is him": he rewrote a thousand years of history, and the others cannot come close

Published ・ Source Taiwan | 風傳媒

This article introduces the four great strategists in Chinese history: Jiang Ziya, Zhuge Liang, Liu Bowen and Zhang Liang, and analyzes each one's key influence on the rise and fall of regimes and his strategic wisdom.

Facts

  • Original姜子牙年過古稀才正式出山,曾從事屠夫、販酒等工作。
  • At the Battle of Muye, Jiang Ziya ended the rule of the Shang dynasty and helped establish the Zhou dynasty.
  • Zhuge Liang is described as an extremely rare all-around talent in history, proficient in domestic administration, military affairs, astronomy and divination.
  • Liu Bowen is known as a divinely prescient strategist who never miscalculated, and he helped Zhu Yuanzhang sweep across the land and unify the realm.
  • Zhang Liang was one of the "Three Heroes of the Early Han," and at the Feast at Hongmen he helped Liu Bang defuse Xiang Yu's murderous intent.

US midterm elections weigh on the 40 trillion-dollar bond market! Bessent may take steps to push down yields, while Wall Street heavyweights wait on the sidelines

Published ・ Source Taiwan | 風傳媒

The US midterm elections will affect the 40 trillion-dollar bond market, and Treasury Secretary Bessent may adjust the government bond issuance strategy to push down yields. Large funds have paused entering the market, financing risks in the AI industry have risen, and bond market movements have become a global focus.

Facts

  • US government debt has climbed to 40 trillion dollars, with an annual fiscal deficit of about 2 trillion dollars.
  • The Treasury may reduce issuance of 20-year and 30-year government bonds, and instead increase short-term Treasury bills and shorter-maturity government bonds to fill funding needs.
  • Short-term Treasury bills as a share of outstanding US government debt have risen to about 22%, above the recommended long-term average of 20%.
  • Large fund managers have chosen to stay on the sidelines for now, waiting for the election results and policy direction to become clear.
  • Financing pressure on the AI industry has intensified, tech stocks have recently faced heavy selling pressure, and the Nasdaq 100 Index has fallen into correction territory.

Companies mentioned:花旗集團(Citigroup)、洞察投資(Insight Investment)、摩根大通(JPMorgan)、瑞銀(UBS)、紐約梅隆銀行(BNY)、PGIM、摩根士丹利、曼氏集團(Man Group)、富蘭克林坦伯頓(Franklin Templeton)、Alphabet、亞馬遜(Amazon)、Meta

Original八大官股》台股重挫291點!官股逆勢買超台新新光金1萬張,鴻海遭賣逾4千張、10檔買賣超名單曝光

Published ・ Source Taiwan | 風傳媒

Affected by selling pressure on US tech stocks, Taiwan stocks fell 291.69 points today to 44,920.14. Foreign investors were net sellers for three consecutive days totaling 73.52 billion yuan, while 八大官股 bought against the trend, net buying financial stocks such as 台新新光金 by more than 10,000 lots and purchasing semiconductor stocks, diverging from the moves of foreign investors and some investment trusts.

Facts

  • Taiwan stocks closed down 291.69 points today, ending at 44,920.14.
  • Foreign investors have been on the sell side for 3 consecutive trading days, with a single-day net sell of 73.52 billion yuan.
  • Among the top 10 net buys by 八大官股, financial stocks dominate, with 台新新光金 ranking first at 10,511 lots.
  • On the net-sell side for 八大官股, 群創 was cut the most at 5,874 lots, and 鴻海 was net sold by 4,249 lots.
  • Investment trusts have been net buyers for 15 consecutive trading days, adding 36.117 billion yuan today.

Companies mentioned:八大官股、台新新光金、玉山金、永豐金、國泰金、聯電、富邦金、力積電、臺企銀、台積電、仁寶、群創、鴻海、華航、兆豐金、台塑、彰銀、華新、中信金、華票、亞泥、聯發科、友達、中鋼、光寶科、日月光投控、新纖、凱基金、禾伸堂

Huang Yu-ting's Wikipedia page altered to make it look like Huang Shao-ting's corruption case! Goes to district court today to file a lawsuit to find the culprit, does not rule out foreign forces interfering in the election

Published ・ Source Taiwan | 風傳媒

Huang Yu-ting, a Kuomintang candidate for the Kaohsiung City Council, found that his Wikipedia page had been altered to blur the distinction between him and Huang Shao-ting, who is suspected of corruption. He questions whether foreign forces are interfering in the election and has filed a lawsuit requesting a judicial investigation.

Facts

  • Huang Yu-ting, the Kuomintang's nominated candidate in Kaohsiung City Council District 8, found that his Wikipedia page had been altered by unknown persons to confuse his identity with that of Huang Shao-ting.
  • The Wikipedia page text was injected with experiences related to Huang Shao-ting's alleged corruption cases such as fraudulently claiming assistant fees, and the Hong Kong expression "佢喺" appeared.
  • Huang Yu-ting rang the bell at the Kaohsiung District Court to file a complaint, accusing whoever operated behind the scenes of violating the Public Officials Election and Recall Act and of defamation.
  • Huang Yu-ting stressed that elections should return to policy platforms and service performance, and that opponents should not be attacked by altering online information.

Congratulations to 1.71 million shareholders! 00878 dividend of 1.25 yuan hits a record high, last day to buy revealed

Published ・ Source Taiwan | 風傳媒

國泰永續高股息 (00878) announced this quarter's dividend of 1.25 yuan per unit, a record high, with a single-quarter yield of 3.59%. This period's dividend is up nearly 24% from the previous period, the ex-dividend date is Nov. 17, and investors must buy before Nov. 16 to receive it.

Facts

  • 國泰永續高股息 (00878) paid 1.25 yuan per unit for the latest quarter, a record high.
  • Based on a closing price of 34.80 yuan, the single-quarter yield of 00878 is about 3.59%, with an annualized distribution rate of 14.37%.
  • The 00878 dividend this period is up 0.24 yuan from the previous period, growth of about 23.76%.
  • The latest date to buy or hold in order to take part in the 00878 ex-dividend this period is Nov. 16.
  • The ex-dividend date for 00878 is Nov. 17, with the dividend expected to be paid on Dec. 11.

Companies mentioned:國泰永續高股息

Did polls change after the debate between Puma Shen and Chiang Wan-an? 52.6% overwhelmingly vote for "him"; a look at swing voters and support by age

Published ・ Source Taiwan | 風傳媒

After the debate between Puma Shen and Chiang Wan-an in the nine-in-one election, poll data show 52.6% of voters overwhelmingly supporting a particular candidate, with a detailed analysis of support among swing voters and across age groups.

Companies mentioned:風傳媒

The 4 zodiac-sign women best at earning money on their own! No need to rely on a partner, No. 1 is career-driven and can make a good life by herself

Published ・ Source Taiwan | 風傳媒

Based on a traditional zodiac personality analysis shared by mainland Chinese media outlet 搜狐網, this article introduces why women born in the zodiac years of the Rabbit, Dragon, Snake and Horse have strong money-making potential. Among them, Dragon women rank first because of their strong career drive, while the other signs are noted for their initiative, planning ability or interpersonal relationships, respectively.

Facts

  • The article points out that women born in the years of the Dragon, Rabbit, Snake and Horse are considered in traditional zodiac personality analysis to have strong money-making potential.
  • Dragon women are ranked No. 1 for being best at earning money on their own, because they are career-driven and dare to seize opportunities.
  • Horse women are ranked No. 4 because they are enthusiastic, highly proactive and dare to try new things.
  • Snake women are ranked No. 3 because they are meticulous, value advance planning and have good judgment.
  • Rabbit women are ranked No. 2 because they are good at observation and communication and at building long-term cooperative relationships.

Companies mentioned:搜狐網

Do you need to use a turn signal when entering a roundabout? Police reveal the correct answer! "Get it wrong and receive a 3,600 yuan ticket instantly"; many drivers still don't know after years of driving

Published ・ Source Taiwan | 風傳媒

The Tainan City Government Police Department clarified the rules on using turn signals when entering and leaving roundabouts: entering depends on the internal design, while the right signal must be used when exiting. Failing to signal in violation will be fined 1,200 to 3,600 yuan under the regulations, and police remind road users to comply to keep everyone safe.

Facts

  • The Tainan City Government Police Department explained that the rule on signaling when entering a roundabout depends on the roundabout's internal road design.
  • If there is an intersection inside the roundabout, drivers must signal according to their direction when entering or turning.
  • When a roundabout has only a single direction of travel, no signal is needed when merging in along the flow of traffic.
  • Using the right turn signal is mandatory whenever exiting a roundabout.
  • Failure to use lights as required is punishable by a fine of NT$1,200 to 3,600.

Original全台唯一跨海開啟大橋是這1座!全長579公尺、橋面升起75度「讓帆船穿過」,歷時8年才通車完工

Published ・ Source Taiwan | 風傳媒

The Pingtung Donggang Pengwan Cross-Sea Bridge is Taiwan's only cross-sea opening bridge, 579 meters long, opened to traffic in 2011. By raising its movable deck 75 degrees, the bridge solves the navigation problem of Dapeng Bay's single sea outlet, and combined with a light show it has become a tourist attraction.

Facts

  • The Pengwan Cross-Sea Bridge is 579 meters long and 30 meters wide, and its movable deck can open in one direction to an elevation angle of 75 degrees.
  • The Pengwan Cross-Sea Bridge officially opened to traffic in Mar. 2011 and was the last contract section completed in the Dapeng Bay perimeter road project.
  • The overall Dapeng Bay perimeter road project took 8 years to complete, with a total construction cost of about NT$4.051 billion.
  • The Pengwan Cross-Sea Bridge uses a special three-dimensional cable-stayed bridge design, with the main tower about 71 meters above the water surface.
  • Original2026年鵬灣跨海大橋開橋秀在夏季(3月至9月)為下午5時,冬季(10月至隔年2月)為下午4時30分。
  • Builder 中華工程 said the movable deck can be opened to a 75-degree elevation angle in about 2 minutes, with an opening span of 20 meters.
  • The phrase "spanning the void, linking flying beams" on the construction nameplate is taken from a poem written by the Song dynasty's Li Guang while he was exiled to Hainan Island.

Companies mentioned:中華工程、交通部觀光署、大鵬灣國家風景區管理處、行政院、國工局、高雄市政府

台積電 workplace accident leaves 6 dead; Ministry of Labor steps in: will launch special inspections of high-tech plant construction

Published ・ Source Taiwan | 風傳媒

Minister of Labor Hung Shen-han, responding to the 台積電 workplace accident, announced the launch of special inspections of high-tech plant construction. He also addressed questions about the legality of the 美光 labor-management agreement, and stressed cooperation with the National Science and Technology Council to control risks.

Facts

  • In 2026, 6 workers have died in 台積電-related workplace accidents in total
  • Minister of Labor Hung Shen-han announced the launch of special inspections of high-tech plant construction in the near future
  • Labor groups plan to go to the Executive Yuan on the 3rd to present four major demands
  • The Ministry of Labor respects the union representatives' signing of a general agreement with 美光
  • The schedule for building factories in science parks is tight, and the Ministry of Labor should cooperate with the National Science and Technology Council

Companies mentioned:台積電、美光

Foreign investors net sell Taiwan stocks worth a trillion in a single month; "Glorious October" turns into "Losing October"! Experts break down four key points for the market outlook

Published ・ Source Taiwan | 風傳媒

Foreign investors net sold more than 994.3 billion in Taiwan stocks in October alone, a record high, causing a sharp market correction. Institutional investors stress that the fundamentals of the AI industry have not changed, and recommend watching four major indicators such as CSP capital expenditure and adopting a staged investment strategy.

Facts

  • Foreign investors net sold 994.317 billion in Taiwan stocks in October alone, setting a record for the highest single-month total.
  • The Taiwan stock market surged to 49968.92 points in early October, then fell amid volatility following U.S. tech stock earnings reports.
  • Estimated capital expenditure next year by the five major cloud service providers (CSPs) has been revised up to 1.3 trillion US dollars.
  • 野村投信's internal stock pool now projects 2026 corporate earnings per share (EPS) growth of 80.3% year over year, revised upward.
  • So far this year, foreign investors have net sold a total of 104.576 billion US dollars of Taiwan stocks.
  • The new-generation AI platform Vera Rubin is expected to enter mass production between the end of the fourth quarter this year and the beginning of the first quarter next year.
  • Among the ten largest foreign net-selling months since 2020, excluding October this year, the weighted index fell 4.95% on average in the month, but gained 17.48% on average six months later.

Companies mentioned:彭博、野村投信、玉山投信、大華銀投信、風傳媒

BBC calls out Su Chiao-hui's family interest controversy! The Taiwan People's Party raises 3 major questions: Is the country's money the Su family's?

Published ・ Source Taiwan | 風傳媒

The BBC singled out the controversy over Su Chiao-hui's family interests, and the Taiwan People's Party then raised three major questions, challenging whether national resources are being monopolized by the Su family. The issue is categorized as a topic related to the nine-in-one elections.

Facts

  • This issue is a topic of the nine-in-one elections

Retaining early childhood educators can't be done halfway; Ho Hsin-chun pledges to include long-service bonuses in quasi-public kindergartens

Published ・ Source Taiwan | 風傳媒

Taichung mayoral candidate Ho Hsin-chun received a petition from the early childhood education association and pledged that, if elected, she would promote a nutrition allowance for ages 0-6, a position allowance for private kindergarten directors, and an expansion of long-service bonuses for quasi-public kindergartens, in order to stabilize the early childhood education workforce.

Facts

  • Ho Hsin-chun pledged that, if elected, she would promote a nutrition allowance of 1,500 yuan per person per month for ages 0 to 6.
  • Ho Hsin-chun supports expanding long-service bonuses to include educators and care service personnel at quasi-public kindergartens.
  • The Taichung City Government only announced on Oct. 27 this year that it would begin a pilot program in August next year for long-service bonuses for full-time staff at quasi-public infant care centers.
  • Ho Hsin-chun previously lobbied the central Ministry of Education to raise homeroom teacher position allowances and educare fees by 1,000 yuan each.
  • If next year's budget is insufficient, Ho Hsin-chun will propose a supplementary budget in the first session of the council.

Infographic》Buying a home in Taipei takes 14.72 times annual income! Where in Taiwan is hardest to buy? These 2 counties and cities have the lowest mortgage pressure

Published ・ Source Taiwan | 風傳媒

Data released by the Ministry of the Interior for the 1st quarter of 2026 show that Taipei City's price-to-income ratio of 14.72 times is the highest in Taiwan, and its mortgage burden ratio of 64.41% is also the heaviest. Although the national mortgage burden ratio has improved from the same period last year, it still rose to 41.46%, and only Keelung and Chiayi counties have a reasonable ability to bear the burden.

Facts

  • The national price-to-income ratio for the 1st quarter of 2026 was 9.47 times, while Taipei City's reached 14.72 times.
  • Original台北市房貸負擔率達64.41%,代表每月房貸本息支出占中位數家戶月可支配所得六成以上。
  • Only Keelung City and Chiayi County are classified as "reasonably affordable," while most other counties and cities have low or very low affordability.
  • The national median housing price in the 1st quarter of 2026 was 9.66 million yuan, up 1.68% from the previous quarter.
  • The average interest rate on new home purchase loans from the five major banks rose to 2.318%, pushing up the mortgage burden ratio.

Americano and oat latte lose! The champion of the TOP 10 most popular convenience store coffees is "this one": smooth texture, fragrant aftertaste, and a sweet return after drinking

Published ・ Source Taiwan | 風傳媒

網路溫度計 released its 2025-to-2026 convenience store coffee online buzz TOP 10 ranking; the signature latte took first place, followed closely by Americano and concentrated-brew types.

Facts

  • 網路溫度計 tallied online buzz from Sept. 24, 2025 to Sept. 23, 2026, and the signature latte took first place in convenience store coffee discussion.
  • Concentrated-brew types made it into the top three, and netizens think the 7-ELEVEN concentrated-brew latte has a stronger coffee flavor and is cheaper.
  • Specialty coffee ranked 4th, among which the 7-ELEVEN CITY PRIMA Peach Concerto is popular because its anaerobic washed process brings out fruity aroma.
  • The mocha series ranked 10th, and some operators have recently launched high-protein mocha products that incorporate protein supplementation.

Companies mentioned:網路溫度計、DailyView、KEYPO大數據關鍵引擎、7-ELEVEN、OK、萊爾富、全家、Let's Café、CITY CAFE、CITY PRIMA、OATSIDE、Oatly、愛之味、OatBella、蜂蜜先生、Apink

Football association re-election》Yao Jen-kung invites Wei Pao-sheng to run; aims to reform the financial black hole within 6 months of taking office

Published ・ Source Taiwan | 風傳媒

Dagong Design's Yao Jen-kung invited 新光人壽's Wei Pao-sheng to run for chairman and vice chairman of the football association, vowing to reform the financial black hole.

Facts

  • Yao Jen-kung and Wei Pao-sheng announced they will run in the 14th election for chairman and vice chairman of the Chinese Taipei Football Association.
  • Yao Jen-kung's goal is to reform the football association's financial black hole and improve efficiency across the board within 6 months of taking office.
  • The football association chairman election has become a two-way contest between Yao Jen-kung and incumbent chairman Chang Tsan.
  • In the vice chairman election, four candidates, Wei Pao-sheng, Wang Hsiao-hsun, Chen Chien-yu and Tai Hsia-ling, are competing for three seats.
  • Wei Pao-sheng serves as chairman of 新光人壽, and his financial expertise is seen as key to reforming the football association.
  • Yao Jen-kung plans to hire an outside team of finance professionals to investigate the football association's financial black hole.
  • Wei Pao-sheng's candidacy requires a report to senior management of 台新新光金控 and internal company approval.

Companies mentioned:大公設計顧問事務所、新光人壽、醫鼎科技、台灣銘傳足球推廣協會、Be HEROES足球發展計畫、台新新光金控

The supermarket leader is fixing 1 misstep! 全聯 announces "more than 4 billion spent on a full replacement," and the president reveals the nationwide rollout schedule

Published ・ Source Taiwan | 風傳媒

全聯 President Tsai Du-chang announced an investment of more than 4 billion yuan to fully replace price tags with electronic ones, in order to resolve pricing disputes and reduce costs, with completion expected in 2028. It is also adjusting its store expansion strategy, halting new hypermarket openings and focusing on the 台積電 living circle and strengthening its online "hourly delivery" service.

Facts

  • 全聯 announced it will spend more than NT$4 billion to fully replace price tags with electronic labels, with nationwide installation expected to be completed by June 2028.
  • 全聯 is currently piloting electronic labels at 2 stores and has selected 2 suppliers to stock up for the nationwide rollout.
  • 全聯 spends as much as hundreds of millions of yuan each year printing documents and price displays, and after switching to electronic labels each store can save 1 to 2 staff positions.
  • The share of revenue from 全聯's self-operated "hourly delivery" has already surpassed Uber Eats and foodpanda, and it plans to combine electronic price tag indicator lights to improve picking efficiency.

Companies mentioned:全聯、大全聯、美廉社、元太科技、雲創通訊、沃爾瑪、Uber Eats、foodpanda、台積電

Ridiculing past DPP Taipei mayoral candidates for "loving to act like warm guys"; Jaw Shaw-kong calls him out: Are city residents that easy to fool?

Published ・ Source Taiwan | 風傳媒

Jaw Shaw-kong, former chairman of 中廣, posted on Oct. 2 praising Chiang Wan-an for appearing confident and familiar with municipal affairs in the Oct. 31 Taipei mayoral debate, saying his governance has been recognized and he should be re-elected. He also mocked DPP candidates for acting like warm guys during campaigns, questioning whether voters would be fooled.

Facts

  • The first televised debate of the Taipei mayoral election ended on Oct. 31, with Chiang Wan-an and Shen Boyang participating.
  • Jaw Shaw-kong, former chairman of 中廣, commented on the debate in a Facebook post on Oct. 2.
  • Jaw Shaw-kong believes Chiang Wan-an appeared natural, full of confidence and familiar with municipal affairs in the debate.
  • Jaw Shaw-kong mocked past DPP candidates, starting from Chen Shui-bian, for loving to act like warm guys.
  • Jaw Shaw-kong questioned that DPP candidates are fierce in the Legislative Yuan and cannot become warm guys just by changing their hairstyles.
  • Jaw Shaw-kong said Chiang Wan-an is a genuine warm guy, with the traits of being humble, polite and consistent.
  • Jaw Shaw-kong believes that over the past 4 years Chiang Wan-an has prioritized urban renewal, education, nutritious school lunches and AI technology development.

Companies mentioned:中廣

Many problems on the first day of Japan's new tax refund system! Downtown refund kiosks broke down with half-hour queues, verification codes not received causing people to get stuck; which airports offer cash refunds, and how to get the best refund?

Published ・ Source Taiwan | 風傳媒

On the first day of Japan's new tax refund system, Nov. 1, chaos occurred, including downtown kiosk malfunctions and verification problems at airports, but customs confirmed that the mechanism mostly ran smoothly. Currently only 8 airports offer cash refunds, and experts recommend that travelers prioritize credit card refunds to avoid fees and technical problems.

Facts

  • Japan's new consumption tax refund system officially took effect on Nov. 1; foreign travelers now pay the tax-inclusive price first when shopping, and are refunded by the store or tax refund operator after customs confirmation at departure.
  • The tax refund counter and self-service kiosks set up by Global Blue inside the 友都八喜 store downtown broke down on the first day and could not connect, so everything was switched to manual processing, with queues of at least half an hour.
  • Cash refunds downtown may incur a fee of 5% of the refund amount, with a minimum of 150 yen and a maximum of 500 yen; credit card refunds take about 1 week to process.
  • Cash JAPAN is one of the airport cash refund operators under the new system, and plans to roll out service in sequence from Nov. 1 at 6 airports: Narita, Kansai, Chubu, Fukuoka, New Chitose and Kobe.
  • The "Self Tax Refund" service, a collaboration between 日本機場大樓 and Glory公司, is installed at Haneda Terminals 2 and 3, Narita Terminals 1 and 2, and Naha Airport, and is said to let travelers receive yen in cash in about 1 minute.
  • At Akita Airport, a female traveler got stuck because she did not have her phone with her and could not receive the verification code, and her information was left incomplete.

Companies mentioned:友都八喜、Global Blue、Cash JAPAN、日本放送協會、日本機場大樓、Glory公司、日本旅遊達人林氏璧、日本購物旅遊協會

31-year-old man returns home to find his family home turned into vacant land! He rings the doorbell of his parents' new house, and a stranger opens the door

Published ・ Source Taiwan | 風傳媒

A 31-year-old man in Japan returned to his hometown and found that his parents had sold the ancestral home and moved into a new home with his younger sister, without telling their eldest son beforehand. His father rejected his interference on the grounds that the eldest son lives independently, and the new home has no room for him, leaving the man heartbroken as he left, reflecting the declining trend of multigenerational living in Japan.

Facts

  • A 31-year-old man returned to his hometown and found that the family ancestral home had disappeared and become vacant land.
  • His parents had sold the ancestral home and moved into a new home with his elder younger sister and her husband.
  • The eldest son received no notice before the move and was the last to find out.
  • The father said the eldest son has no right to interfere with arrangements for the family home's assets, and that the new home does not keep a guest room.
  • In 2022, the proportion of married couples in Japan living with at least one parent from either side was 15.6%.
  • In 2013, the proportion of married couples in Japan living with parents was 31.5%.
  • The man works as a project lead at an information technology company.

Companies mentioned:THE GOLD ONLINE、資產形成GOLD ONLINE、國立社會保障暨人口問題研究所

What are the 2 small hooks under a scooter seat for? Super useful feature revealed! Many riders only find out after years of riding. See the correct way to use them

Published ・ Source Taiwan | 風傳媒

This article explains that the hidden metal hooks under a scooter seat are actually anti-theft helmet hooks, and provides usage steps and precautions to help riders make effective use of this design to solve anti-theft and space problems.

Facts

  • The 2 small metal hooks under a scooter seat are "anti-theft helmet hooks" specially designed by the manufacturer.
  • The steps for using the hook include hooking the double D-ring or metal buckle on the helmet's chin strap onto the hook, and then locking the seat.
  • Once the seat is locked, the buckle is clamped inside the storage compartment, and it is very difficult to take the helmet unless the seat is pried open or the strap is cut.
  • When using the hook, avoid letting the helmet touch the exhaust pipe or engine heat dissipation area, which are still very hot right after riding.
  • If the helmet buckle is too short to reach the hook, you can pass an anti-theft steel cable through the double D-ring and then hang it on the hook.

Tsai Chi-chang slams Chiang Wan-an: "His only achievement is fresh milk"! Blue-camp legislator hits back with 2 points: Are the Lai government and Puma Shen also dim-witted?

Published ・ Source Taiwan | 風傳媒

During the nine-in-one election campaign, Tsai Chi-chang criticized Chiang Wan-an for having only fresh milk as his political achievement. A blue-camp legislator immediately fired back with two points and questioned the intelligence of the Lai Ching-te government and Puma Shen.

Original從治療成果再向前 乳癌五年存活率近九成 精準治療與完整照護成防治新重點

Published ・ Source Taiwan | 風傳媒

The Taiwan Breast Cancer Society and the Taiwan Breast Cancer Patient Association have made recommendations on breast cancer prevention and treatment, stressing that while the National Health Insurance expands coverage of genetic testing, it should speed up the reimbursement of corresponding targeted drugs and use a treatment dashboard to improve doctor-patient communication efficiency, so as to realize precision medicine.

Facts

  • Original台灣乳癌五年存活率已接近九成,但每年仍有約3,000名女性因乳癌離世。
  • National Health Insurance has expanded coverage of breast cancer genetic testing from Sept. 1 this year.
  • Original台灣乳房醫學會公布的「乳癌治療儀表板」顯示,國際指引推薦的轉移性乳癌治療情境中,目前約六七成獲得完全或部分健保給付。
  • The Taiwan Breast Cancer Patient Association (中華民國乳癌病友協會) provides 290 subsidized slots for testing genes such as PIK3CA, AKT1 and PTEN.
  • Huang Chi-cheng pointed out that patients with specific genetic variants usually face a higher risk of recurrence and faster progression.

土地銀行 holds an employee hike for its 80th anniversary! Combining environmental sustainability and anti-fraud outreach to build a friendly workplace

Published ・ Source Taiwan | 風傳媒

土地銀行 held an 80th anniversary hiking event on Oct. 31, 115, combining ecological guided tours with anti-corruption and anti-fraud outreach, demonstrating its emphasis on ESG sustainable development and employee well-being, especially in implementing gender equality and parenting-friendly policies.

Facts

  • 土地銀行 held a hiking event for northern-region employees and retirees on Oct. 31, 115.
  • The hiking route is about 4.5 kilometers in total, passing through Shuangxi Riverside Park and Zhishan Park.
  • As of the end of Sept. 115, 土地銀行 had 5,745 regular employees in total.
  • 土地銀行 has a 100% return-to-work rate after parental leave without pay, and an employee turnover rate below 1%.
  • The chairman of 土地銀行 is Ho Ying-ming.
  • 土地銀行 provides employees with 42 days of maternity leave and 7 days of prenatal checkup accompaniment and paternity leave.
  • 土地銀行 has childcare centers at branches in Tainan, Luodong and Taichung.

Companies mentioned:土地銀行

土地銀行 goes to 國立成功大學! Promoting trust knowledge from the ground up, explaining elderly-care trusts and real estate revitalization

Published ・ Source Taiwan | 風傳媒

In response to the 金管會 policy of cultivating interdisciplinary trust talent, 土地銀行 went to 國立成功大學 on Nov. 2, 115 to hold a trust knowledge outreach event, introducing elderly-care trusts and real estate revitalization practice, deepening students' understanding of asset management.

Facts

  • 土地銀行 held a trust knowledge outreach event at the Department of Urban Planning of 國立成功大學 on Nov. 2, 115.
  • With the theme "Trust Safeguarding Urban Renewal of Dilapidated and Aging Buildings, Peace of Mind and Work Creating Shared Good," 土地銀行 won the "Best Product Category" honor at the National Brand Yushan Awards.
  • The outreach content included introducing businesses such as real estate investment trusts (REIT) and real estate asset trusts (REAT).
  • 土地銀行 continues to promote its "Trust Campus Rooting Program," strengthening industry-academia cooperation with schools at all levels.

Companies mentioned:土地銀行、金管會、國立成功大學、國泰一號不動產投信基金、台灣永續能源研究基金會

New bridge opens in Taiwan in November! More convenient traffic: "1.69 km long, linking provincial highways, 3-minute drive direct, no more 30-minute detour"

Published ・ Source Taiwan | 風傳媒

The Dadu-Hemei Bridge, built at a cost of NT$3.3 billion, officially opened to traffic on Nov. 1, 2026, linking Dadu in Taichung with Hemei in Changhua and cutting the round-trip drive from 30 minutes to 3 minutes, resolving a long-standing transportation inconvenience.

Facts

  • The Dadu-Hemei Bridge officially opened to traffic at 8 a.m. on Nov. 1, 2026.
  • The total cost of the Dadu-Hemei Bridge is about NT$3.3 billion.
  • The project length of the Dadu-Hemei Bridge is about 1,690 meters.
  • After the Dadu-Hemei Bridge opened, the drive between the Dadu and Hemei ends can be cut from more than 30 minutes to about 3 minutes.
  • The Dadu-Hemei Bridge connects to Wenchang Road in Dadu District, Taichung City in the north, and Provincial Highway 61B in Hemei Township, Changhua County in the south.
  • Construction of the Dadu-Hemei Bridge began on Jan. 31, 2023.
  • The bridge deck of the Dadu-Hemei Bridge is planned with 4 lanes in both directions and 2 priority lanes for scooters.

As US beef supply tightens, Taiwan bucks the trend! Association says import volume up 9%, Beef Fest gathers 100 industry partners to compete for the market

Published ・ Source Taiwan | 風傳媒

The 美國肉類出口協會 held the "2026 Beef Fest" in Taipei on Oct. 30 to recognize industry partners. Despite tight supply, Taiwan's US beef import volume grew 9% against the trend, making it the only growing market in Asia.

Facts

  • Taiwan's total US beef imports increased 9% compared with last year
  • Taiwan is the only market in Asia this year where US beef import volume has grown
  • The 美國肉類出口協會 Taiwan office held the third "2026 Beef Fest" at the 晶華 hotel in Taipei on Oct. 30
  • Chilled beef import volume grew 7%
  • This year marks the 50th anniversary of the founding of the 美國肉類出口協會 US headquarters

Companies mentioned:美國肉類出口協會、嘉吉、泰森、美福集團、全聯、台灣楓康超市、晶華、王品、屋馬、饗賓、漢來美食、築間、馬辣、美國在台協會

Not 50嵐 or 八曜和茶! The top hand-shaken drink shop is this one, as connoisseurs praise its rich tea aroma and generous toppings, and say they have bought it repeatedly without getting tired of it

Published ・ Source Taiwan | 風傳媒

According to 《網路溫度計DailyView》 data from October to November 2026, 茶海 CHA Hi took first place in Taiwan's hand-shaken drink word-of-mouth ranking with 15,729 mentions, followed by 50嵐 and 八曜和茶, reflecting consumers' preference for rich tea aroma, stable quality and innovative toppings.

Facts

  • 50嵐 ranked second in the hand-shaken drink buzz ranking, with 10,206 cumulative online mentions.
  • 八曜和茶 ranked third in this ranking, with 8,598 cumulative online mentions.
  • 先喝道 is a hand-shaken drink brand created by the well-known 古典玫瑰園集團, featuring English flavored teas and premium Taiwanese tea.
  • 迷客夏 Milksha insists on using fresh milk from 自家綠光牧場 and advertises no artificial flavors or colors.
  • 麻古茶坊 MACU TEA is the pioneer of the "Fruit Cheese Foam series" and "Fruit Bits Tea."
  • Chun Shui Tang is regarded as one of the birthplaces of bubble tea and a must-visit holy site for international tourists coming to Taiwan.
  • CoCo都可 has spread across the globe, known for its high value for money and wide variety of items, and frequently rolls out its Wednesday Friends' Day promotions.

Companies mentioned:《網路溫度計DailyView》、茶海 CHA Hi、50嵐、八曜和茶、春水堂 Chun Shui Tang、大苑子 DaYungs、CoCo都可、麻古茶坊 MACU TEA、迷客夏 Milksha、烏弄 UNOCHA、先喝道 TAO TAO TEA、古典玫瑰園集團、自家綠光牧場

Taiwan's First Innovation Base for People with Disabilities Opens in Keelung as Hsieh Kuo-liang Builds a New Landmark of Inclusive City

Published ・ Source Taiwan | 風傳媒

Keelung Mayor Hsieh Kuo-liang opened Taiwan's first Innovation Base for People with Disabilities on the 30th, creating a new inclusive landmark by revitalizing a public site, integrating one-stop services including sports, dining and job training, and realizing the city's vision of inclusion.

Facts

  • Taiwan's first innovation base for people with disabilities officially opened in Keelung on the 30th.
  • The Keelung Innovation Base for People with Disabilities was built by revitalizing the former Zhongzheng District Administration Building, located in Keelung's Zhengbin corridor.
  • The Keelung innovation base for people with disabilities operates under a combined social welfare and commercial model.
  • The 2nd to 3rd floors of the base form Taiwan's first inclusive sports space exclusively for people with disabilities.
  • Over the past 4 years, the overall service volume of the Keelung City Government's paratransit bus service has grown by 166%.
  • The 6th floor of the base features "Shijing Tea House," which combines tea culture with psychological recovery.
  • Keelung City has set up 151 caring-friendly stores citywide.

Puma Shen's unlimited urban renewal idea comes under fire! Yu Shu-hui criticizes it as like "China's 1 system": Should Taiwan follow suit?

Published ・ Source Taiwan | 風傳媒

Kuomintang legislator Yu Shu-hui criticized Puma Shen's idea of promoting indefinite urban renewal, saying his approach resembles "China's 1 system" and questioning whether Taiwan should follow suit. The issue is one of the topics in the nine-in-one election.

Taiwan | 鉅亨網(34)

晶達 Net Profit for the First 3 Quarters Up 1.6 Times Year on Year, EPS 2.68 Yuan; Medium- to Long-Term Outlook Positive

Published ・ Source Taiwan | 鉅亨網

Original晶達(4995-TW)前三季純益年增1.6倍至1.14億元,EPS達2.68元。總經理金仲仁指出,公司將持續發揮特殊應用顯示器與高亮度顯示技術優勢,擴展多元應用領域,對中長期發展抱持正面看法。

Facts

  • 晶達 net profit after tax for the first 3 quarters was 114 million yuan, up 161.84% year on year, with earnings per share of 2.68 yuan.
  • 晶達 net profit after tax for the third quarter was 37 million yuan, up 6.1% quarter on quarter and 76.23% year on year, with earnings per share of 0.86 yuan.
  • 晶達 third-quarter revenue was 386 million yuan, up 5.84% quarter on quarter and 30.54% year on year.
  • 晶達 cumulative revenue for the first 3 quarters was 1.094 billion yuan, up 17.29% year on year.
  • Five products from 晶達 won four honors at the 35th Taiwan Excellence Awards.

Companies mentioned:晶達、晶達(4995-TW)

晶碩 Earns More Than 2 Times Its Share Capital in the First 3 Quarters; Revenue for the First 10 Months Reaches 7.04 Billion Yuan, Surpassing Last Year

Published ・ Source Taiwan | 鉅亨網

Original隱形眼鏡廠晶碩前三季稅後純益達15.56億元,年增近3成,每股純益20.09元。累計前10月營收70.4億元超越去年全年,今年營收有望再創新高。

Facts

  • Original晶碩今年前三季稅後純益達15.56億元,年增近3成。
  • 晶碩's earnings per share for the first 3 quarters were 20.09 yuan, earning more than 2 times its share capital.
  • 晶碩's cumulative revenue for the first 10 months of this year was 7.04 billion yuan, already surpassing last year's full-year revenue.
  • 晶碩 third-quarter revenue was 2.247 billion yuan, up 5.74% quarter on quarter and 18.95% year on year.
  • 晶碩 net profit after tax for the third quarter was 540 million yuan, up 36.02% year on year.

Companies mentioned:晶碩、晶碩(6491-TW)

Football Association Election: Yao Jen-kung Teams Up with Wei Pao-sheng to Run: Rebuild Financial Discipline and Efficiency First, Then Talk About Corporate Fundraising

Published ・ Source Taiwan | 鉅亨網

The Chinese Taipei Football Association will hold its election on Nov. 7, with Yao Jen-kung of 大公照明 and Wei Pao-sheng of 台新新光金控 running as a ticket. Yao Jen-kung pledged that if elected, he will prioritize addressing the controversy over the financial black hole, bring in an external team to audit the accounts and rebuild financial discipline, and put forward 4 major reform directions covering competition, technology and international relations, aiming to reshape the association's image and administrative efficiency.

Facts

  • The Chinese Taipei Football Association will hold its election on Nov. 7.
  • Yao Jen-kung and Wei Pao-sheng jointly attended a press conference as candidates for chairman and vice chairman.
  • Yao Jen-kung pledged that if elected, he will bring in an external professional accounting team to audit the association's accounts.
  • Yao Jen-kung said that fundraising from outside companies will be put on hold until a financial transparency mechanism is established.
  • In this election, 46 member representatives will vote by plurality to elect the new team.

Companies mentioned:大公照明設計顧問事務所、台新新光金控

Maritime Technology and Unmanned Vehicle Expo Opens; Hsiao Bi-khim: Hope to Move from Single Products to a Transnational Industry Alliance

Published ・ Source Taiwan | 鉅亨網

Vice President Hsiao Bi-khim attended the Tainan Maritime Technology and Unmanned Vehicle Expo, stressing that defense thinking must keep pace with the times and expressing hope to combine the strengths of Taiwan, the US and Europe to advance unmanned systems into a transnational industry alliance.

Facts

  • Vice President Hsiao Bi-khim went to Tainan on the 2nd to attend the "2026 Taiwan Maritime Technology and Unmanned Vehicle Expo."
  • Hsiao Bi-khim hopes to push unmanned systems to develop from single products into a transnational industry alliance.
  • The expo covers the defense industry among the 5 trusted industries proposed by President Lai, the deployment of cutting-edge AI technology, and the smart robotics industry among the 10 new AI major construction projects.
  • Hsiao Bi-khim pointed out that hardware is only the foundation, and the more critical task is to build a multi-layered, distributed maritime sensing network.
  • Taiwan has deep foundations in fields such as semiconductors, information and communications, precision manufacturing, smart manufacturing and smart industry.

安倉營造 Wins New Kaohsiung Public Works Tender, Pushing Backlog Past 10 Billion Yuan

Published ・ Source Taiwan | 鉅亨網

OTC-listed construction firm 安倉營造, in partnership with 順野電機, won the Kaohsiung International Airport station-front traffic improvement project with a bid of 1.708 billion yuan. The win officially pushes 安倉營造's backlog past the 10 billion yuan threshold, demonstrating its market competitiveness.

Facts

  • 安倉營造 and 順野電機 jointly bid and won a tender related to the new terminal project at Kaohsiung International Airport.
  • The total value of the tender is 1.708 billion yuan, awarded under the most advantageous tender method.
  • 安倉營造's share of the tender is 87.41%.
  • 安倉營造's backlog has surpassed 10 billion yuan thanks to this win.
  • On Oct. 20, 安倉營造 signed a 2 billion yuan syndicated loan agreement with 台北富邦銀行.

Companies mentioned:安倉營造、順野電機、台北富邦銀行

1.71 Million Shareholders Thrilled! 00878 Quarterly Dividend of 1.25 Yuan Hits Record High, Annualized Yield Above 14%

Published ・ Source Taiwan | 鉅亨網

The 國泰永續高股息 ETF (00878) announced that this quarter's dividend hit a record high of 1.25 yuan, with an annualized dividend yield above 14%. The fund manager advised investors to seize market correction opportunities and combine regular fixed-amount investing with swing-style add-on strategies to build long-term investment results.

Facts

  • 國泰永續高股息(00878) this quarter's dividend of 1.25 yuan hit a record high
  • 00878's annualized dividend yield reached 14.37%
  • The last subscription date for 00878 is Nov. 16
  • 00878 dividends will be paid on Dec. 11
  • 00878's fund size is as high as NT$666.061 billion
  • Finance and insurance account for 34.81% of 00878
  • Computer and peripheral equipment account for 22.79% of 00878

Companies mentioned:國泰投信、國泰永續高股息、中信金、廣達、國泰金、華碩、長榮、富邦金、聯電

〈Real Estate〉Sales Transfers in the Six Major Cities for the First 10 Months at 169,000 Buildings, Turning to Positive Growth of 0.2% Year on Year

Published ・ Source Taiwan | 鉅亨網

In October 2026, building sales transfers in the six major cities fell 2.1% month on month to 17,566 buildings but rose 3.4% year on year; the cumulative volume for the first 10 months turned to positive growth of 0.2%. Greater Taipei and Kaohsiung performed well while Taichung and Tainan were weak. Typhoons and mortgage crowding-out affected short-term fluctuations, but economic fundamentals support steady buying interest.

Facts

  • In October 2026, building sales transfers in the six major cities totaled 17,566 buildings, down 2.1% month on month and up 3.4% year on year.
  • Cumulative sales transfers in the six major cities from January to October 2026 were 169,178 buildings, up 0.2% from the same period in 2025.
  • In October 2026, building sales transfers in Kaohsiung City rose 11.3% year on year, the best performance among the six major cities.
  • In October 2026, Taichung City fell 3.8% year on year and Tainan City fell 7.9%, performing relatively weakly.
  • 信義房屋 estimates that in October, typhoons cost land administration offices 1 working day, affecting about 5% of transfer volume.
  • 永慶房屋 pointed out that October's transfer volume reflects market performance from September to early October.
  • 中信房屋 pointed out that transfer volumes in both Taipei City and New Taipei City for the first 10 months grew from the same period last year, showing that rigid demand supports buying interest.

Companies mentioned:信義房屋、永慶房屋、中信房屋、台灣房屋

China's Purchases of US Farm Products Slow; 17 Billion Dollar Trade Commitment Faces a Test

Published ・ Source Taiwan | 鉅亨網

Original路透社分析顯示,中國除黃豆外的美國農產品採購量降至七年來最低,1-9月非黃豆進口額僅72億美元。這凸顯了中美貿易協議執行的不確定性,並使美國農民面臨高油價與需求疲軟的困境。

Facts

  • China's purchases of US non-soybean farm products from January to September totaled 7.2 billion dollars
  • China's import volume of US non-soybean farm products hit its lowest on record since 2019
  • Brazil has shipped 1.7 million metric tons of sorghum to China this year
  • Only about 900,000 tons of US corn is expected to be imported in the 2026/27 marketing year
  • Original中國5月重新核發400多家美國牛肉工廠的出口許可
  • US sorghum exports to China once reached 6.5 million metric tons in 2021
  • The 白宮 agreed that Beijing will purchase US$17 billion of US agricultural products each year

Companies mentioned:路透、白宮、美國全國高粱生產者協會、Marex、中糧期貨、美國肉類出口協會、Sitonia Consulting

宏于電機 to move to the OTC market in late November at NT$280 per share; revenue expected to hit record highs this year and next

Published ・ Source Taiwan | 鉅亨網

宏于電機 (7869-TW) announced it will move to the OTC market in late November, with an underwriting price of NT$280. Benefiting from demand for AIDC and power grid upgrades, the company expects revenue to reach record highs with double-digit growth this year and next, and is actively expanding capacity in Vietnam to meet strong orders.

Facts

  • 宏于電機 will move to the OTC market in late November, with a tentative underwriting price of NT$280 per share.
  • 宏于電機's revenue in 2025 was NT$3.365 billion.
  • 宏于電機 expects revenue this year and next to grow by double digits year on year, both reaching record highs.
  • 宏于電機 plans to start trial production and shipments of prefabricated container substations in 2027.
  • 宏于電機 has obtained authorization from France's 施耐德 to exclusively produce OKKEN low-voltage switchgear in Taiwan.
  • 宏于電機's gross margin in the first half reached 23.22%, a record high.
  • 宏于電機 currently has about NT$2 billion in orders on hand.
  • 宏于電機's new Hung An plant in Vietnam is 3 times the size of its Taiwan plant.

Companies mentioned:宏于電機、施耐德、Schneider Electric

佳格 expects raw material cost pressure in the China market to ease; to enter the Singapore and Malaysia health and nutrition market in Q4

Published ・ Source Taiwan | 鉅亨網

At 佳格食品's investor conference, first-half profit showed strong growth, and raw material costs in the China market are expected to ease as output increases. The company announced a partnership with HHG and plans to enter the Singapore and Malaysia health and nutrition market in the fourth quarter of 2026.

Facts

  • 佳格's first-half revenue was NT$13.934 billion, up 6.73% year on year.
  • Global sunflower seed output for the new season is estimated to rise by about 15%, which is expected to ease raw material cost pressure.
  • 佳格 and Hello Health Group(HHG) have a strategic partnership and will launch trial operations in Singapore and Malaysia in the fourth quarter of 2026.
  • 佳格's China edible oil business posted first-half revenue of RMB 1.463 billion, up 14.5% year on year.
  • 佳格's cumulative revenue for the first 9 months was NT$21.877 billion, up 7.57% year on year.

Companies mentioned:佳格食品、佳格、佳乳、Hello Health Group、HHG、味之素

Foreign investors net sold NT$73.5 billion, a third straight day of selling, sharply cutting 00406A by 110,000 lots and 0050 by 31,000 lots

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks closed lower today. Foreign investors net sold NT$73.52 billion for a third straight day, sharply cutting ETFs such as 00406A and 0050; in contrast, investment trusts net bought NT$36.117 billion for a fifteenth consecutive day, actively building positions in financial stocks and heavyweight stocks.

Facts

  • Foreign investors net sold NT$73.52 billion today, a third straight day of selling.
  • Foreign investors mainly sold 110,000 lots of 主動中信台灣收益 (00406A).
  • Investment trusts net bought NT$36.117 billion today, a fifteenth straight day of buying.
  • Taiwan stocks closed down 291.69 points today at 44920.14.
  • Foreign investors mainly bought 27,000 lots of 群創, 24,000 lots of 鴻海, and 18,000 lots of 華航.

Companies mentioned:主動中信台灣收益、元大台灣50、群創、鴻海、華航、友達、中鋼、華新、陽明、長榮航、聯電、兆豐金、00981A主動統一台股增長、00631L元大台灣50正2、力積電、台積電、台新新光金、00992A主動群益科技創新、00919群益台灣精選高息、永豐金、中信金、玉山金、日月光投控、國泰金、南亞、彰銀、新纖、凱基金、禾伸堂、富采、盟立、新日興、精誠、晶豪科

No panic as Taiwan stocks lose the 45K level! Morgan: P/E falls back to 17.5 times, 3 key factors keep the medium- to long-term outlook bright

Published ・ Source Taiwan | 鉅亨網

Lin Ya-hui of 摩根投信 said Taiwan stocks' P/E ratio has fallen back to 17.5 times, easing valuation pressure. Although foreign investors sold on interest rate differentials and profit-taking, NT$8.4 trillion in domestic idle capital provides support. Based on ROE, corporate governance and AI trends, the medium- to long-term outlook is bright.

Facts

  • Taiwan stocks' P/E ratio fell back from 21 to 22 times to about 17.5 times
  • Taiwan has as much as NT$8.4 trillion in private idle capital domestically
  • Taiwan stocks closed at 44,920.14 points, down 291.69 points
  • Reasons for foreign net selling include profit-taking, dividend repatriation and a widening Taiwan-US interest rate differential
  • Global tech giants have not slowed their AI capital expenditure plans

Companies mentioned:摩根投信

志聖 and 牧德 emerge from 216 competing companies to win the Ministry of Labor's 2026 Work-Life Balance Award

Published ・ Source Taiwan | 鉅亨網

志聖工業 (2467-TW) won the Ministry of Labor's "2026 Work-Life Balance Award" in the large enterprise category's "Family-Friendly Award"; the award selected 44 winners from 216 participating companies. 志聖 stood out with its full-career care system, and 牧德科技 also received the award, demonstrating the companies' emphasis on sustainable talent and family friendliness.

Facts

  • 志聖工業 won the Ministry of Labor's "2026 Work-Life Balance Award" in the large enterprise category's "Family-Friendly Award"
  • A total of 216 companies participated in this year's award, and 44 winners were ultimately selected
  • 志聖工業 offers childbirth incentives of NT$150,000 for a second child and NT$300,000 for a third child or more
  • 牧德科技 also won the "2026 Work-Life Balance Award - Family-Friendly Award"
  • 志聖工業 held a family day and paid an additional NT$40 million in bonuses

Companies mentioned:志聖工業、志聖、牧德科技、牧德

Research firm: Global smartphone SoC shipments fall 21% year on year in Q3; brands cut entry-level model supply to protect profits

Published ・ Source Taiwan | 鉅亨網

A Counterpoint Research report shows global smartphone SoC shipments fell 21% year on year in the third quarter of 2026, mainly due to rising memory costs and brands cutting entry-level model supply. Although the high-end market benefits from new chip launches, overall shipments still face downward pressure, and a 20% decline is forecast for the full year.

Facts

  • Global smartphone SoC shipments fell 21% year on year in the third quarter of 2026
  • Smartphone memory prices rose 5% to 10% quarter on quarter in the third quarter of 2026
  • Counterpoint Research forecasts global smartphone SoC shipments will fall 20% year on year in 2026
  • 蘋果 A20 series, 聯發科 Dimensity 9600 Pro and 高通 Snapdragon 8 Elite Gen 6 series use 台積電's 2 nm process
  • Some entry-level smartphone makers have begun using recycled and reused memory to control bill-of-materials costs

Companies mentioned:Counterpoint Research、蘋果、三星、UNISOC、聯發科、高通、台積電

〈NT Dollar〉Funds flow back to the US dollar; on higher volume it depreciates 1.14 cents to close at 32.592

Published ・ Source Taiwan | 鉅亨網

Affected by the sharp drop in US stocks, funds flowed back to the US dollar, causing the New Taiwan dollar to depreciate to 32.592. 統一投顧 assesses that the Taiwan stock P/E ratio has reached a low of 16 times, views the short-term decline as a washout of floating shares, and is watching US earnings reports and geopolitical developments.

Facts

  • The New Taiwan dollar closed at 32.592 that day, down 1.14 cents from the previous day.
  • Total trading value at 台北外匯經紀公司 that day reached US$2.208 billion.
  • The New Taiwan dollar's intraday low was 32.714.
  • The Korean won plunged about 0.8%, while the Chinese yuan bucked the trend and rose 0.1%.
  • 統一投顧 analyzed that the Taiwan stock market's P/E ratio has dropped to 16 times, a low for the past year.

Companies mentioned:台北外匯經紀公司、統一投顧、蘋果、AMD

Taiwan's manufacturing PMI for October falls from the previous month; CIER: material shortages, some inventory build-up

Published ・ Source Taiwan | 鉅亨網

中華經濟研究院 announced that Taiwan's manufacturing PMI for October was 62.5%; although it has expanded for 13 consecutive months, the pace of growth has slowed. CIER noted that key material shortages and some inventory build-up coexist, the outlook remains optimistic, and all six major industries showed expansion.

Facts

  • Taiwan's manufacturing PMI for October was 62.5%, down 0.9 percentage points from the previous month.
  • Manufacturing customer inventories have been at excessively high levels for 2 consecutive months.
  • The backlog of orders index fell to its slowest pace of expansion since January.
  • The six-month outlook index edged up 0.3 percentage points to 61.7%.
  • The electrical and machinery equipment industry was the fastest-expanding industry in October, with a PMI of 64.5%.

Companies mentioned:中華經濟研究院

晶技's Q3 net profit up 27% quarter on quarter; first three quarters earn more than half of share capital, EPS NT$5.04

Published ・ Source Taiwan | 鉅亨網

晶技 announced its Q3 financial report, with single-quarter net profit of NT$707 million setting a record and revenue hitting an all-time high. Benefiting from strong AI and automotive demand, full-year revenue is estimated to reach NT$15.7 billion, another record.

Facts

  • 晶技's third-quarter after-tax net profit was NT$707 million, up 27.29% quarter on quarter, with earnings per share of NT$2.08.
  • 晶技's third-quarter revenue reached NT$4.196 billion, a single-quarter record high.
  • 晶技 expects full-year 2026 revenue to reach 15.7 billion yuan, setting a new record high.
  • 晶技's market share in optical module applications has exceeded 20%.
  • 晶技's automotive revenue share in 2026 is projected to rise to 28%, making it the largest source of revenue.

Companies mentioned:晶技、晶創科技

共信-KY pushes to commercialize canine anti-tumor drug, wins interest in cooperation from over 100 veterinarians as it expands into global markets

Published ・ Source Taiwan | 鉅亨網

共信-KY exhibited at FASAVA 2026, showcasing its canine anticancer drug Sipekang Injection, and received cooperation intent from over 100 veterinarians, accelerating its global commercialization plans.

Facts

  • 共信-KY exhibits at the 2026 Federation of Asian Small Animal Veterinary Associations congress and showcases its new canine anti-tumor drug "Sipekang Injection"
  • 共信-KY receives expressions of interest in cooperation from over 100 veterinarians
  • Sipekang Injection passed the Ministry of Agriculture's technical documentation review in September this year
  • 共信-KY plans to expand into the Hong Kong, Macau, Japan and U.S. markets
  • 共信-KY's stock ticker is 6617-TW

Companies mentioned:共信-KY

[Auto Market] Are durable goods buyers wait-and-see? October new vehicle registrations hit second-lowest for the period in 10 years

Published ・ Source Taiwan | 鉅亨網

Taiwan's new vehicle registrations in October totaled 33,271 units, down 3.6% year on year, reflecting wait-and-see buying sentiment. Cumulative registrations for the first 10 months reached 340,481 units, up 3% year on year. TOYOTA ranked first in market share, while imported brands such as LEXUS and BENZ grew thanks to model changes; the market is expected to heat up toward year-end.

Facts

  • Taiwan's new vehicle registrations in October totaled 33,271 units, down 3.6% year on year
  • TOYOTA's October monthly sales were 10,357 units, with a market share of 31.1%
  • LEXUS's October monthly sales were 2,704 units, up 32% year on year
  • New vehicle registrations for the first 10 months totaled 340,481 units, up 3% year on year
  • TESLA sold 18,648 units in the first 10 months cumulatively, up 77.4% year on year

Companies mentioned:TOYOTA、LEXUS、BENZ、HONDA、中華車CMC、BMW、MAZDA、MITSUBISHI、TESLA

Darkness before dawn, buy growth, buy the wrongly beaten down!! 金像電, Innolux, 建榮⊕, Chi Yang⊕, 高僑⊕

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks opened lower and fluctuated today on the impact of a negative-news test, closing down 291 points at 44,920 points, with turnover shrinking to 762.3 billion yuan. Although foreign investors' cumulative net selling reached 2.37 trillion yuan, creating pressure, the National Stabilization Fund stepped in to support the decline. Analysts noted that AI infrastructure investment continues and the profit growth momentum of the Taiwan supply chain is unchanged, advising investors to focus on AI beneficiary stocks with strong fundamentals and adopt a strategy of culling the weak and keeping the strong.

Facts

  • Taiwan stocks closed down 291 points today at 44,920 points, with turnover of about 762.3 billion yuan.
  • Foreign investors continued selling 73.5 billion yuan today, bringing this year's cumulative net selling to 2.37 trillion yuan.
  • 凱基投顧 forecasts Taiwan-listed companies' earnings growth of about 50% in 2026 and about 26% in 2027.
  • Goldman Sachs estimates that capital expenditure of the five major cloud providers could reach 1.2 trillion U.S. dollars in 2027.
  • 摩根大通 maintains a positive view on the Taiwan tech supply chain, believing corporate earnings in 2026 and 2027 have high growth potential.

Companies mentioned:凱基投顧、摩根大通、Goldman Sachs、冠西電、雷笛克、聯光通、眾達-KY、鴻海、佳世達、金像電、建榮、富喬、德宏、達航科、高僑、國巨、華新科、鈞寶、日電貿、倫元投顧

Raw material prices steady, downstream demand slow; 豐興 holds this week's prices flat

Published ・ Source Taiwan | 鉅亨網

Electric-arc-furnace steelmaker 豐興 (2015-TW) announced this week's prices today (the 2nd), deciding to hold all prices flat this week as international raw material prices remained steady and downstream demand was slow.

Facts

  • 豐興 (2015-TW) holds all of this week's prices flat
  • This week's quoted price for U.S. containerized scrap steel is 350 U.S. dollars per ton
  • Australian iron ore prices rose from 92.15 U.S. dollars per ton to 92.25 U.S. dollars per ton
  • 豐興's scrap steel purchase price is 10,100 yuan per metric ton
  • 豐興's rebar purchase price is 18,500 yuan per metric ton
  • 豐興's section steel purchase price is 22,500 yuan per metric ton

Companies mentioned:豐興

正文 joins 3 major MSA optical communications standards consortia to expand its AI optical interconnect footprint

Published ・ Source Taiwan | 鉅亨網

Original網通廠正文(4906-TW)宣布加入XPO、LPO及Open CPX三大MSA組織,以應對AI資料中心對高頻寬與高效率的需求,並將技術範疇擴展至CPO與NPO領域。

Facts

  • 正文(4906-TW) announced it has officially joined the optical communications standards consortia XPO MSA, LPO MSA and Open CPX MSA.
  • LPO MSA defines interoperability specifications for low-power, low-latency pluggable optical modules.
  • XPO MSA develops high-density, liquid-cooled pluggable optical modules.
  • Open CPX MSA advances interoperability specifications for co-packaged optics (CPO) and near-packaged optics (NPO) interconnect architectures.
  • 正文 said it will extend its technology roadmap from pluggable optical modules further into CPO and NPO technologies.

Companies mentioned:正文、正文(4906-TW)、正文科技

Health supplement developer 騰勢's multi-brand strategy boosts operations; IPO expected in early December

Published ・ Source Taiwan | 鉅亨網

Health supplement developer 騰勢 (7889-TW) is expected to list via IPO in early December, benefiting from strong demand for its core brand and the expansion of its pet business, with steady operating growth; overseas cooperation deals are still under discussion.

Facts

  • 騰勢 is expected to list via IPO in early December
  • 騰勢's cumulative revenue for January to September 2026 reached 672 million yuan, up 10.51% year on year
  • 騰勢's current paid-in capital is 207 million yuan
  • 騰勢's net profit after tax for the first half of 2026 was 45.87 million yuan
  • 騰勢's human health supplements account for about 70% of revenue, and pet-related products account for 30%

Companies mentioned:騰勢、萬達寵物、騰達寵物

Original野村投信最新台股看法--【台股操盤人筆記】AI資本支出續航,震盪中布局台灣供應鏈龍頭

Published ・ Source Taiwan | 鉅亨網

野村投信 released its latest view on Taiwan stocks, noting that sustained AI capital spending supports Taiwan supply chain leaders, and recommending positioning in quality companies amid volatility.

Facts

  • The five major CSPs' 2027 capital expenditure revised up to 1.3 trillion U.S. dollars
  • 野村投信's internal stock pool estimates 2026 EPS YoY revised up to 80.3%
  • U.S. Treasury yields break above 5%
  • The weighted index rose from about 35,000 points in April to around 48,000 points in October
  • Vera Rubin shipments are expected to enter volume mass production from the end of Q4 to early Q1 next year

Companies mentioned:野村投信、野村證券投資信託股份有限公司、Meta

[High-Volume Strong Rally Stocks Roundup] Final negative-news test before the U.S. election; is a revenge-rebound dark horse ready to depart?

Published ・ Source Taiwan | 鉅亨網

Ahead of the U.S. election, Taiwan stocks fluctuated and pulled back but found support on the downside, with foreign investors and proprietary traders net selling while investment trusts continued net buying. Taiwan's Q3 economic growth rate was revised up to 14.36%, a 48-year high, as the AI industry drove strong exports and capital spending. Institutional investors are bullish that the mid- to long-term bull structure is unchanged and recommend positioning in quality companies with actual orders and profit growth momentum.

Facts

  • The weighted index closed down 291.69 points today at 44920.14 points, with trading volume of 758.875 billion.
  • Taiwan's Directorate-General of Budget, Accounting and Statistics announced that its preliminary estimate of third-quarter economic growth reached 14.36%, the highest for the same period in 48 years.
  • 英特爾's fourth-quarter guidance fell far short of expectations, and its share price dropped 28.58% in a single day, dragging down U.S. tech stocks.
  • 聯發科's third-quarter net profit after tax was 28.199 billion yuan, with EPS of 17.50 yuan and a gross margin held at 46.3%.

Companies mentioned:麗台、東台、恩德、穩懋、英特爾、Meta、Anthropic、蘋果、超微、台積電、鴻海、聯發科、輝達、倫敦證交所集團、IBES

Learning from history, the tech stock crash may worsen further

Published ・ Source Taiwan | 鉅亨網

Truist chief market strategist Lerner noted that, based on historical experience, the hard times for tech stocks may have only just begun. A recent sell-off was triggered by deteriorating free cash flow, but tech giants remain committed to AI investment.

Facts

  • Since 2023, the S&P 500 tech sector has seen 6 pullbacks of more than 10%, 4 of which fell as much as 14% to 27%.
  • Google's third-quarter free cash flow turned negative.
  • Meta posted negative free cash flow for the first time since 2012.
  • The Nasdaq 100 index plunged 3.4% last week.
  • Major tech companies say they will not slow their AI investment spending.

Companies mentioned:Truist、Yahoo財經、Google、Amazon、Meta

Still waiting for the V-shaped rebound myth? The battle to defend the yearly moving average begins: a war of attrition by "trading sideways instead of falling" is under way; key signals have yet to appear, so beware of catching the falling knife halfway down

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks fell below 45000 points but showed signs of stabilizing. With insufficient trading volume and the fear index still elevated, a V-shaped rebound is unlikely to be repeated, and the market has shifted to a box-range consolidation that grinds sideways rather than plunges. Teacher Zhilin advises shifting funds to defensive assets, and building positions in quality stocks such as PCB and advanced packaging and testing only after margin-financed positions are flushed out.

Facts

  • The Taiwan weighted index closed at 44920.14 points, down 291.69 points, with turnover of NT$758.875 billion.
  • Market breadth has begun to recover, with advancers once again outnumbering decliners, and the OTC index retested its yearly-line support.
  • The Taiwan VIX fear index is on a rising trend channel and has not yet reached extreme panic levels, indicating that risk-averse sentiment has not been fully released.
  • Funds continue to withdraw from highly valued electronics stocks and move into defensive value stocks.
  • King Yuan Electronics (京元電子), a bellwether of advanced packaging and testing, rose more than 3%, and peer 力成 is positioned to rebound after being dragged down by systematic selling pressure.
  • For the PCB and peripheral equipment supply chain, such as 臻鼎-KY, 尖點 and 金像電, the direction of industry growth has not changed because of the short-term correction.

Companies mentioned:凱旭投顧、台積電、京元電子、力成、臻鼎-KY、尖點、金像電

820 trillion! South Korea's largest-ever budget tilts toward AI: semiconductor spending nearly doubles, aiming for the "world's strongest" sovereign AI

Published ・ Source Taiwan | 鉅亨網

South Korean President Lee Jae-myung unveiled a record 820.9 trillion won fiscal blueprint for 2027, focusing investment on AI and semiconductors, aiming to build the world's strongest sovereign AI while maintaining fiscal soundness.

Facts

  • South Korea's total fiscal spending in 2027 reaches 820.9 trillion won, a record high.
  • 21.3 trillion won is allocated to semiconductors, physical AI and AI data centers.
  • The defense budget rises to 73.3 trillion won, up 8.2% year on year.
  • South Korea's exports last month rose 93.7% year on year to US$115.3 billion.
  • Semiconductor exports surged 259% to US$56.4 billion.
  • The fiscal deficit ratio in 2027 will shrink to 0.1%.
  • The government plans to train 2000 semiconductor design and local industry specialists.
  • 4.7 trillion won is invested in developing sovereign AI foundation models.

Companies mentioned:三星電子、SK海力士

幣安 hit by hackers! US$6.3 billion stolen in 20 minutes, with US$2.4 billion in assets still successfully moved out

Published ・ Source Taiwan | 鉅亨網

幣安 was attacked by hackers and lost US$6.3 billion within 20 minutes, of which US$2.4 billion flowed out because it could not be frozen due to decentralization. The incident highlights the difficulty of intercepting funds under a DeFi architecture and has raised market doubts about crypto security.

Facts

  • Hackers stole at least US$6.3 billion in assets from 幣安 within 20 minutes.
  • About US$2.4 billion in crypto assets still flowed out successfully and could not be frozen.
  • World Liberty Financial successfully froze about US$27 million in stolen assets.
  • The hackers deposited US$60 million in stablecoins into Aave as collateral and borrowed nearly 20,000 ether.
  • 幣安 founder Changpeng Zhao said the actual loss ratio may be slightly higher than 0.69%, but the company is able to bear it.

Companies mentioned:幣安、Binance、華爾街日報、TRM Labs、Chainalysis、Elliptic、Tether、Circle、World Liberty Financial、Aave、FTX、特斯拉、TSLA-US

When AI turns from a growth engine into a source of risk, does your investment portfolio have an exit?

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks have recently been highly volatile due to foreign investor moves and futures settlement, and market attention has turned to AI capital expenditure and monetization pressure. By comparing ETF performance, the article recommends financial-sector ETFs that offer risk diversification and high dividends, and provides investment consulting services.

Facts

  • Taiwan stocks have recently surged and plunged sharply; after the broader market rebounded on Oct. 28, it pulled back again the next day.
  • Original6月11日至10月30日期間,主動復華金融股息(00998A)上漲4.26%。
  • Google's share price swung sharply after its earnings release, reflecting the market's reassessment of the pressure to monetize AI services.
  • Original主動復華金融股息(00998A)納入標準人壽、荷蘭保險公司及英傑華等海外保險業者。
  • During the Trump tariff war in April 2025, the broader market fell sharply by 27%, and the author claims to have made a big profit of 65%.
  • 主動復華金融股息 (00998A) has a capital threshold of about NT$16,000 per lot and an annualized dividend yield of nearly 10%.

Companies mentioned:Google、標準人壽、荷蘭保險公司、英傑華、股怪教授

〈HK Stocks After the Close〉Hang Seng Index edges up 0.42%, Tech Index surges 2.25%, lithium battery and brokerage stocks lead gains

Published ・ Source Taiwan | 鉅亨網

On Monday (the 2nd), the Hang Seng Index edged up 0.42% and the Tech Index surged 2.25%. The lithium battery sector led gains, driven by 寧德時代's legal win and an industry recovery. Mainland brokerage stocks performed strongly on favorable policy, tech and internet stocks generally rose, while bank stocks weakened against the market.

Facts

  • The Hang Seng Index rose 0.42% at the close on the 2nd, ending at 23393.32 points.
  • The Hang Seng Tech Index surged 2.25% on the 2nd, ending at 3839.41 points.
  • 寧德時代 shares surged 6.08%, 贛鋒鋰業 rose 3.72%, and 比亞迪股份 gained 3.22%.
  • 中金公司 surged more than 8%, 廣發證券 rose more than 8%, and 中信證券 gained more than 5%.
  • 騰訊控股, 小米集團 and 阿里巴巴 ranked in the top three by turnover at HK$8.881 billion, HK$7.537 billion and HK$6.284 billion respectively.
  • 中銀香港 plunged 5.70%, 民生銀行 fell sharply by 5.50%, and 中國銀行 declined 4.64%.

Companies mentioned:寧德時代、贛鋒鋰業、比亞迪股份、中金公司、廣發證券、中信證券、小米集團、嗶哩嗶哩、快手、阿里巴巴、騰訊控股、優然牧業、中銀香港、民生銀行、中國銀行、華泰證券

〈Mainland Stocks After the Close〉Both markets hold high-level volatility, three major indexes rise

Published ・ Source Taiwan | 鉅亨網

The three major indexes of mainland China's A-shares (中國股市) all rose on Monday, with the Shanghai, Shenzhen and ChiNext indexes up 1.08%, 1.63% and 1.87% respectively. Turnover across the two markets increased to 1.7837 trillion yuan. 中航證券 noted that the market's focus is on the Middle East geopolitical situation and the AI industry; although there is deleveraging risk, the tech growth style may prevail.

Facts

  • The Shanghai Composite Index closed up 1.08% on Monday at 3,638.03 points
  • The Shenzhen Component Index closed up 1.63% on Monday at 11,010.68 points
  • The ChiNext Index closed up 1.87% on Monday at 2,458.7 points
  • Turnover across the two markets was 1.7837 trillion yuan, up 109.3 billion yuan from the previous trading day
  • Wind statistics show that 4,678 stocks across the two markets and the Beijing Stock Exchange rose, while 817 fell

Companies mentioned:中國股市、Wind、中航證券

It's not that valuations are too expensive! The next hurdle for the AI bull market: corporate earnings expectations may be hard to meet

Published ・ Source Taiwan | 鉅亨網

凱投宏觀 warns that the AI bull market faces the risk of earnings expectations not being met; rising financing costs and peaking capital expenditure are slowing profit growth in 2027, the market is highly dependent on a few giants, the relationship between valuations and earnings has reversed, and the key to the bull market depends on real earnings power.

Facts

  • 凱投宏觀 pointed out that S&P 500 constituents' earnings are expected to grow by more than 30% in 2026
  • The market expects S&P 500 earnings growth to slow to 16.3% in 2027
  • As of mid-October, AI-related debt financing in the US reached US$655 billion
  • Five companies including 輝達 are expected to contribute 68% of the S&P's total earnings growth in 2027
  • The S&P's forward price-to-earnings ratio has fallen to about 19 times, compressed by about 20% from its peak
  • FactSet forecasts that the Magnificent Seven's earnings will grow about 22.6% in the third quarter this year
  • Original高盛策略師指出部分大型晶片企業預期本益比降到十幾倍

Companies mentioned:凱投宏觀、Capital Economics、Damped Spring Advisors、Key Advisors Group、高盛、Alphabet、亞馬遜、輝達、美光、博通、閃迪、默沙東、FactSet、道瓊斯

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